MONTGOMERY OFFERS A SECOND INCOME STRATEGY THROUGH A PARTNERSHIP WITH AURA GROUP
Montgomery Investment Management is delighted to announce its second fund in partnership with Aura Group.
Montgomery will offer the Aura Core Income Fund which aims to preserve capital and provide stable monthly income and portfolio diversification through exposure to a pool of Australian private debt assets predominantly made up of SME loans.
Central banks across the Western world have been busy recalibrating policy settings, with interest rate cuts a common theme over the past 12-15 months. But the reasons for these moves, and the consequences, vary widely between economies. In the following analysis, I examine the recent cash rate changes across Australia, the U. S.
This U. S. summer, a new investment frenzy – akin to the SPAC (Special Purpose Acquisition Company) exuberance of 2020/21 – has gripped Wall Street as companies transform their balance sheets into crypto vaults. And as September unfolds, the corporate dash into cryptocurrencies shows no signs of slowing.
The equity bull market has been tough for small company stocks and their investors. The current decade started out with promise. After the short, sharp pandemic bear market in 2020, small cap stocks significantly outpaced the tech-fuelled S&P 500 Index during the post-pandemic bull market ending in December 2021.
In this section we explore investing basics, common themes and information to help guide your investing journey.
The information provided is general information only. The information does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided in this document and consider seeking advice from a financial adviser if necessary.
Markets sit at elevated levels, fuelled by optimism around artificial intelligence and the promise of lasting productivity gains. Yet beneath the excitement lies a complex mix of valuations, momentum, and risk – raising important questions about how investors can stay positioned if sentiment shifts.
This U. S. summer, a new investment frenzy – akin to the SPAC (Special Purpose Acquisition Company) exuberance of 2020/21 – has gripped Wall Street as companies transform their balance sheets into crypto vaults. And as September unfolds, the corporate dash into cryptocurrencies shows no signs of slowing.
CrossBorder Capital’s latest report by founder Michael Howell paints an ominous picture of a maturing global liquidity cycle, raising concerns that the U. S. Federal Reserve’s (the Fed) waning role in providing liquidity (the fuel for market and asset rises) has negative implications for markets and the U. S. economy.
Since inflation peaked at 9. 1 per cent in mid-2022, consumer prices have cooled dramatically, job growth has dwindled from nearly 4 per cent annually to a meagre 0. 9 per cent, nominal gross domestic product (GDP) expansion has halved from 10 per cent to 4. 6 per cent, and commodity prices have dropped 15 per cent.
Yesterday on Ausbiz with Juliette Saly, I discussed why record-high markets may carry more risks than opportunities. While the artificial intelligence (AI) boom has powered enthusiasm, I cautioned that valuations across the broader market are now at unprecedented levels, with all companies effectively being priced as winners – something history shows is unsustainable.
In this episode of Over the Money Fence, I joined Nicola and Di to unpack two of the most talked-about assets right now – gold and Bitcoin. We explored why gold has surged to record highs, and I explained why investors often turn to it in times of uncertainty.
I joined Paul Turton today on ABC Newcastle to discuss why the market is demonstrating new highs despite the fear and uncertainty surrounding geopolitical events, the rising risk of stagflation, and the growing threat to the U. S. Federal Reserve’s independence.
In the past 14 months, the Reserve Bank of New Zealand (RBNZ) has cut its cash rate on seven separate occasions by an aggregate 3. 0 per cent from 5. 5 per cent to 2. 5 per cent, as seen in Table 1. Table 1. Reserve bank of New Zealand rate cuts
Cash rate (%)
Peak
5.
On November 30, 2022, the world marvelled at the release and conversational prowess of OpenAI’s ChatGPT. What the world might have missed, however, was the subtle shift that began rippling through the U. S. economy.
Central banks across the Western world have been busy recalibrating policy settings, with interest rate cuts a common theme over the past 12-15 months. But the reasons for these moves, and the consequences, vary widely between economies. In the following analysis, I examine the recent cash rate changes across Australia, the U. S.
This U. S. summer, a new investment frenzy – akin to the SPAC (Special Purpose Acquisition Company) exuberance of 2020/21 – has gripped Wall Street as companies transform their balance sheets into crypto vaults. And as September unfolds, the corporate dash into cryptocurrencies shows no signs of slowing.
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