Investor Insights

June 26, 2023

Unmasking the 'mortgage cliff': Are recession fears overblown?

By Roger Montgomery

With all the talk of recession, we’ve been exploring its probability. As investors, it’s vital to understand which sectors and individual companies are most and least impacted. And helping in that task is appreciating the consumer’s important canary-in-the-coal-mine role.
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June 23, 2023

Beyond fundamentals: Outlook on digital payments

By Polen Capital

  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? What interests you the most about the digital payments space from an investment perspective? There’s a lot to like about digital payments.
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June 16, 2023

Aura Private Credit: Letter to investors 16 June 2023

By Brett Craig

The NAB Business Survey for the May reporting period has begun to demonstrate a significant slowing in activity and has identified widespread apprehension towards the future economic outlook. The survey results reported widespread weakening across most of the indicators, as high inflation and interest rates are now starting to limit growth and general market optimism.
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June 9, 2023

Avita Medical receives FDA approval for full-thickness skin defects

By David Buckland

It has been 30 years in the making, when Dr Fiona Wood and scientist Marie Stoner recognised the potential of tissue engineering to treat burns and a skin culture facility was borne. Their product evolved from cultural sheets of cultural epithelial autograph (CEA) to aerosol delivered cell-clusters and today it is known as “spray-on skin”.
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June 5, 2023

Aura Core Income Fund by Montgomery

By Roger Montgomery

For many Australian investors today, small steel fabricators can be just as interesting as BHP. Here’s why.   These Aussie businesses are not afraid of hard work. When customers need fabricated steel for residential and industrial construction, they don’t sit around talking, they start cutting and loading.    I love that.
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June 5, 2023

Investing in Aussies who work as hard as you

By Roger Montgomery

Are you seeing these alarming headlines from global consultancies? Some making the big claim that Australia will soon ‘enter a consumer recession. ’ Really? It’s like they know better than actual Australian consumers.   From the indicators I see, Australians are buying and selling with terrific energy.
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June 2, 2023

Should we be in a recession already?

By Roger Montgomery

We have been optimistic about the prospects for equities this year despite fears of recession. And even though investors have listed a deeply inverted U. S. Treasury yield curve, a sharp drop in the oil price, falling consumer demand, credit tightening and declining M2 money supply as reasons to justify expectations of a recession, the outcome is not guaranteed.
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May 31, 2023

Quality growth – the recipe for success

By Michael Gollagher

2023 has been a challenging year for stock markets, when we commenced in January we launched with a bang, with strong market returns occurring across the globe. By the time February approached volatility had set in and we find ourselves in a situation where like tropical weather, the forecast can change at a moment’s notice.
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May 30, 2023

How much more financial pressure can Australian mortgagees take?

By Sean Sequeira

Talk to anyone on the street these days and the conversation will inevitably turn to how inflation is increasing their cost of living in some form or another. Inflation has risen steadily since the beginning of 2022 despite the determined efforts of Reserve Bank of Australia (RBA) to bring it back towards its target range of 2-3 per cent.
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