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WHITEPAPERS
The future of ageing: Medtech solutions for a healthier tomorrow
Polen Capital
June 18, 2024
Explore the investment opportunities presented by high-quality, growth businesses poised to capitalise on the global, secular shift of an ageing population.
Polen Capital’s International Growth team highlights the potential within the medtech sector driven by a rapidly ageing global demographic. Continue…
by Polen Capital Posted in Polen Capital, Technology & Telecommunications, Whitepapers.
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An unconventional view of the 2024 annual Federal Budget?
Roger Montgomery
May 15, 2024
For decades, I have been asked if I watch the budget and analyse the government’s annual statement about income, spending, and macroeconomic forecasts. My short answer has always been, ‘no, because there’ll be another one next year.’ It sounds a little flippant and is certainly intended to be irreverent. Continue…
by Roger Montgomery Posted in Economics.
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The RBA’s balanced approach to monetary policy amidst persistent inflation and economic pressures
Brett Craig
May 29, 2024
Last week the Reserve Bank of Australia (RBA) released the minutes from their most recent monetary policy meeting, held earlier this month. The decision to keep the cash rate was made because there had not been sufficient data to warrant a change at this stage. Given that inflation is continuing to trend down, towards the top of the target range, and the path has not altered course, there was no argument against the decision made this month. However, the messaging does not rule out an additional rate rise. Continue…
by Brett Craig Posted in Aura Group.
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Ignore the tantrums and focus on what matters
Roger Montgomery
April 30, 2024
Kids are regularly disappointed – often vocally – when they don’t receive what they want. When those kids become investors, the tantrums they throw can be seen in market reactions to their disappointments. And many investors, forecasters and commentators are predicting a tantrum amid changing expectations for rate cuts in 2024. Continue…
by Roger Montgomery Posted in Economics, Market Valuation.
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2024 March quarter update on the Polen Capital Global Growth Fund
Polen Capital
April 19, 2024
During the March 2024 quarter, the Polen Capital Global Growth Fund (the Fund) increased by 12.49 per cent in Australian dollars, while its benchmark, the MSCI ACWI Net Total Return Index, in Australian Dollars, returned 13.10 per cent. In many ways, the first quarter marked a continuation of the market dynamics already in place at the end of last year. Continue…
by Polen Capital Posted in Polen Capital.
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MEDIA
Ausbiz – Have discretionary stocks hit a bottom?
David Buckland
June 28, 2024
In my recent interview with Ausbiz, I discussed the significant impact of rising inflation on renters and mortgage owners, leading to reduced discretionary spending. I provided insights into the macro landscape, noting inflation has risen to 4% and the employee living cost index is at 6.5%. Many retail businesses, such as Cettire (ASX: CTT) and Baby Bunting (ASX: BBN), are experiencing profit declines and multi-year lows in shares. The advertising sector also seems to be struggling as many businesses, including Seven West (ASX: SWM) and Nine Network (ASX:NEC), are also hitting multi-year lows.
Continue…by David Buckland Posted in TV Appearances.
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Monetary policy meeting minutes
Brett Craig
June 4, 2024
The monthly consumer price index (CPI) indicator released last week reported a 3.6 per cent increase in the 12 months to April. This follows the 3.5 per cent increase reported in March. We have seen relative stability in the rate of inflation since December 2023, albeit with slight upticks reported in the past two months. This data will be a key point for discussion at the Reserve Bank of Australia’s (RBA’s) next meeting on the 17th of June. Continue…
by Brett Craig Posted in Aura Group, Economics.
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I’m with Dick Smith on this one; Julie Inman Grant shows courage.
David Buckland
May 9, 2024
Both sides of politics and most businesses are obsessed with a “big Australia”. Dick Smith is one of the few on the opposing side of the narrative. And as the Minns NSW Government usurps local councils’ planning powers by announcing their support for residential property located within 400 metres of a train station to be turned into 8–storey apartment blocks and within 800 metres of a train station to be turned into 6–storey apartment blocks, infrastructure will inevitably be left behind, and many streets will become a carpark. More public golf courses will likely be stolen in the name of green space. Continue…
by David Buckland Posted in Economics, Property.
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Central Banks just can’t control the weather
David Buckland
June 3, 2024
Australia’s annual inflation rate edged up to 3.6 per cent in April, and this included food price inflation of 3.8 per cent. And according to the U.S. Bureau of Labor Statistics, energy and food represents 7 per cent and 13 per cent, respectively, of the U.S. consumer price index (CPI), whilst commodities represent close to 36 per cent. That said, central banks in setting monetary policy, generally place less emphasis on the price changes of these more volatile inputs. Continue…
by David Buckland Posted in Economics.
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Quarterly consumer price index update
Brett Craig
May 2, 2024
The long-awaited quarterly consumer price index (CPI) figure was reported last week. Over the March quarter, CPI rose by 1.0 per cent, which follows the previous 0.6 per cent December quarter increase. Over the 12 months to March 2024, CPI rose by 3.6 per cent. Whilst the annual rate of inflation is trending downwards, the quarterly figure increased by 0.4 per cent and poses ongoing challenges. Continue…
by Brett Craig Posted in Aura Group.
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Read my latest article for the Australian titled, Why the onward march of AI and the tech titans demands change READ NOW