The inflationary data released by the Australian Bureau of Statistics this week came as no surprise. After months of supply and demand imbalances and geopolitical issues at play, the significant inflationary pressures are validated with 5. 1% annualised rate. The next question is, how soon will the rate rise come?

Computershare (ASX:CPU) is a global leader in the provision of shareholder registry services, employee equity plans, proxy solicitation, stakeholder communications and other diversified financial services including loan and mortgage servicing. As a recent addition to the portfolio of The Montgomery Fund and The Montgomery [Private] Fund, let’s take a closer look into the business.

The focal point for the last week for the investment team has been on interest rates and credit spreads. From a credit spread standpoint, we have seen a widening in the rated segment of the market in the last 2 months as banks reengage with funding markets.

The March 2022 quarter has been a challenging environment for The Montgomery Fund’s core philosophy of investing in quality businesses diversified across the growth spectrum. We observed significant divergence in relative share price performance across our holdings despite our investee companies delivering solid financial results in a difficult environment.

Formed by the merger of Galaxy Resources and Orocobre in August 2021, Allkem Limited (ASX: AKE) has an audacious objective of producing at least 10 per cent of global lithium, whilst being a top three global lithium supplier. Its assets include: A 66.

There is an auction process (of sorts) happening for Uniti Wireless (ASX:UWL), and it appears contested with two interested parties emerging to date.   Should there be more? The current contenders First up was Morrison & Co. initially pitching a $4. 50 proposal and UWL’s board awarded Morrison an exclusive due diligence period of four weeks for its efforts.

  In this video extract from our recent webinar, Polen Capital’s Damon Ficklin shares how the Polen Capital team construct their portfolios using the strategy of investing across the growth spectrum. To achieve a mid-teens earnings per share growth target, they look at a range of different types of growth companies across this spectrum.

The Treasurer delivered the annual Federal Budget this week, largely supportive of SMEs and individuals in the wake of inflationary pressures now hitting businesses and consumers across a multitude of goods and services.