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Polen Capital has been nominated as a finalist in the 2024 Money Management‘Emerging Manager of the Year’ Award
Dean Curnow
May 3, 2024
Whilst Polen Capital, our investment partner in global equities, has been operating since 1979, manages 15 underlying investment strategies, has U.S.$65 billion in funds under management, and over 250 staff world-wide, it is fair to say it is not yet a household name in Australia. Continue…
by Dean Curnow Posted in Polen Capital.
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The U.S. budget deficit, stubborn U.S. interest rates and a record gold price
David Buckland
April 29, 2024
In this week’s video insight, David Buckland explores the U.S. budget deficit, steadfast U.S. interest rates, and surging gold prices. As the deficit surpasses projections and interest rates remain high, investors eye the soaring gold market. David delves into the performance of gold-focused companies like Gold Road Resources (ASX:GOR), Ramelius Resources (ASX:RMS), and RED 5 (ASX:RED), predicting a shifting landscape as the appeal of the U.S. Dollar wanes. Continue…
by David Buckland Posted in Economics, Video Insights.
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Should BHP keep bidding against itself?
David Buckland
May 23, 2024
In this week’s video insight, Sean Sequeira and I discuss the strategic decisions within the mining sector, highlighted by BHP’s latest bid for Anglo American. This move, part of a broader trend of significant acquisitions, could reshape the competitive landscape by boosting BHP’s (ASX:BHP) production in iron ore, copper, and metallurgical coal. We also explore how other industry giants like Rio Tinto (ASX:RIO) are positioning themselves amidst these shifts, focusing on internal growth and strategic asset management. Join us as we delve into these developments and their implications for the global mining industry. Continue…
by David Buckland Posted in Video Insights.
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Discretionary expenditure is starting to bite
David Buckland
July 1, 2024
The 13-interest rate increases by the Reserve Bank of Australia (RBA) in the 18 months to November 2023, combined with the bounce in inflationary expectations is starting to bite. Any company associated with discretionary expenditure missing its guidance from the slowing economic environment and cost-of-living pressures is being brutally dealt with by the share market. Continue…
by David Buckland Posted in Economics.
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Navigating the Victorian rental crisis
Roger Montgomery
May 8, 2024
In this week’s video insight, I explore the challenging dynamics of the Victorian rental market – a pressing issue that uniquely impacts both renters and investors. Amid a nationwide rental crisis, Victoria stands out due to its plummeting rental vacancy rates and the surprising exodus of investors from the market. Despite what seems like a prime scenario for property investors, with demand high and supply low, why are many opting to leave? I delve into the reasons behind the investor retreat, explore the economic forces at play, including significant tax increases and the broader implications of these changes. Continue…
by Roger Montgomery Posted in Economics, Editor's Pick, Property, Video Insights.
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Australian businesses and non-bank lenders
Brett Craig
July 9, 2024
The ScotPac SME Growth Index (1) has been a closely watched piece of annual research by the Aura Private Credit investment team, which tracks the adoption of non-bank lenders in the Australian small and medium-sized enterprises (SME) market. The 2024 report has recently been released which marks the 10th anniversary of the annual research. The last decade and particularly last 6 years have displayed a major shift in SMEs adoption of non-bank lenders as their preferred providers of debt capital. Continue…
by Brett Craig Posted in Aura Group.
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Under the radar report: potential for small caps
Roger Montgomery
May 6, 2024
In this interview, Richard Hemming and I discussed the promising landscape of small cap investments, highlighting the recent, strong performance of the Montgomery Small Companies Fund. I shared insights on the fund’s strategic positioning and optimistic outlook despite market volatility, emphasising an overweight in growth sectors like technology and consumer discretionary. I also discussed the potential for Australian tech firms and consumer retail strategies, explaining how the economic conditions influence market dynamics. Continue…
by Roger Montgomery Posted in On the Internet, Small Caps.
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Private credit transactions are everywhere
David Buckland
June 6, 2024
In this week’s video insight, I discuss the emerging prominence of private credit transactions in Australia. Following our partnership with Aura Credit Holdings two years ago, we’ve observed a growing interest in private credit as a reliable income source for investors, especially those with self-managed super funds. Recent investments by major international firms into this asset class further underscore its growing appeal. Continue…
by David Buckland Posted in Aura Group, Video Insights.
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ABC Statewide Drive – Money matters with David Buckland
David Buckland
July 12, 2024
In my interview on ABC Statewide Drive with Jess Mcguire yesterday, we discussed the recent interest rate cuts in Sweden, Canada, and Europe, with New Zealand potentially following suit in the coming months as the economy slows. Consumer sentiment is also shifting, with a noticeable focus on essentials, as companies like Kathmandu (ASX:KMD), Cettire (ASX:CTT), and Nike (NYSE:NKE) project lower sales for the June to August period due to decreased discretionary spending. Additionally, we touched on the significant influence of artificial intelligence (AI) on the impressive performance of the Magnificent 7 stocks last year and this calendar year. Continue…
by David Buckland Posted in Radio.
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ABC Newcastle Mornings – Exploring CEO transitions in the corporate landscape
Roger Montgomery
June 12, 2024
In this week’s interview with Paul Turton on ABC Newcastle radio, we delve into the evolving role of CEOs in the corporate landscape, particularly in small caps. We also discuss the scenarios when CEO’s exit a company effective immediately following certain incidents and the impact these decisions have on the organisation.
You can listen to my interview at 35:55 here: ABC Newcastle: Mornings with Paul Turton
by Roger Montgomery Posted in Radio.
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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