Blog Archives

  • Home-grown Australian biomedical companies shine on the global stage

    David Buckland
    July 5, 2023

    In this week’s video insight David Buckland discusses two Australian biomedical companies, Pro-Medicus (ASX:PME) and Telix Pharmaceuticals (ASX:TLX) which are gaining global recognition. Pro-Medicus specialises in imaging software and has experienced significant growth, while Telix focuses on cancer management technologies with promising market potential. Both companies are poised for further success and expansion. Continue…

    by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.

  • Beyond fundamentals: Outlook on digital payments

    Polen Capital
    June 23, 2023

    In this video Dan Davidowitz, Portfolio Manager and Analyst for Polen’s Focus Growth strategy, shares his insights on the often-misunderstood world of digital payments. Can the Visa and MasterCard duopoly be disrupted? Continue…

    by Polen Capital Posted in Companies, Polen Capital, Stocks We Like, Video Insights.

  • Banks have left a $240 billion gap, now savvy investors are seeing opportunity

    Brett Craig
    June 15, 2023

    Private credit used to be the domain of high net worth investors but that is all changing as nimble operators fill a gap in the market.There’s a $240 billion funding gap facing the small and medium enterprises (SMEs) that employ 70 per cent of the population. SMEs play an essential role in the economy. However, changes to regulatory requirements are making it harder for them to access funding to help them innovate and grow. Continue…

    by Brett Craig Posted in Aura Group, Editor's Pick, Video Insights.

  • An option for seeking regular income in a volatile world

    David Buckland
    May 25, 2023

    In this week’s video insight David discusses how investors seeking regular income should consider the Aura High Yield SME Fund and the Aura Core Income Fund. As the Reserve Bank of Australia (RBA) have tightened their official cash rate over the past year, we have seen the monthly payments of the Aura fund’s jump from around 0.60 per cent per month towards 0.80 per cent per month. Continue…

    by David Buckland Posted in Video Insights.
  • Three stocks we like Roger Montgomery

    Three transport stocks we like

    Roger Montgomery
    May 3, 2023

    In this week’s video insight Roger discusses why calendar year 2023 could be a good year for investors. Disinflation has always been positive for stocks, particularly innovative growth stocks. And guess what? We’re in a disinflationary phase right now. Roger shares three transport companies that we currently have a positive view on including Transurban (ASX:TCL), Auckland International Airport (ASX:AIA) and Alliance Aviation Services (ASX:AQZ). Continue…

    by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
    Three stocks we like Roger Montgomery
  • Electric vehicle video

    Stocks we like in the EV space

    Gary Rollo
    April 17, 2023

    In this week’s video insight, Scott Phillips our Head of Distribution joined Gary Rollo, Portfolio Manager for the Montgomery Small Companies Fund to discuss the difference between producers and developers in the electric vehicle (EV) sector and share some companies they think have bright prospects. Continue…

    by Gary Rollo Posted in Companies, Stocks We Like, Video Insights.
    Electric vehicle video
  • First quarter market update

    What we have seen from the first quarter

    Roger Montgomery
    April 4, 2023

    In this week’s video insight Roger reviews what has happened during the first quarter, the performance of markets so far and what’s important looking forward. All eyes are on the short and long-term plausible paths for monetary policy. Despite this, Roger remains optimistic for investing in high-quality businesses generating double-digit earnings growth. Continue…

    by Roger Montgomery Posted in Editor's Pick, Video Insights.
    First quarter market update

  • Why the Polen Capital Global Growth Fund portfolio is going to help investors win in the long run

    Polen Capital
    March 30, 2023

    In this video Polen Capital’s Damon Ficklin joins Roger to discuss the portfolio characteristics of the businesses owned in the Polen Capital Global Growth Fund. The businesses Polen Capital invest in are truly advantaged and have the ability to weather the business cycle and continue to perform well in the current environment. Two examples of businesses delivering double-digit revenue growth include Align Technology and Visa. Continue…

    by Polen Capital Posted in Polen Capital.

  • Are today’s circumstances similar to the GFC?

    Roger Montgomery
    March 23, 2023

    In this week’s video insight Roger reviews the current market situation, including the collapse of U.S. banks and in the fast-moving financial markets, while it may seem risky to rule out another GFC, the probability, upon an assessment of the odds, appears to be low.
    Continue…

    by Roger Montgomery Posted in Editor's Pick, Video Insights.

  • Time to get back to basics

    Roger Montgomery
    March 8, 2023

    In this week’s video insight Roger discusses his views on what long-term investors should be focused on. Roger believes quality growth companies will ultimately return to popularity and when they do watch out. Continue…

    by Roger Montgomery Posted in Editor's Pick, Video Insights.