July 11, 2022

When will growth companies get their (share price) mojo back?

By David Buckland

Continuing with the thematic of Earnings Per Share (EPS) growth combined with severe P/E compression, delivering the worst June half-year returns for many U. S. Indexes over several decades, I thought it’s appropriate to do a deep dive into the Polen Capital Global Small and Mid Cap Fund.
July 8, 2022

Is it time to hit the ‘buy’ button?

By Roger Montgomery

If there’s one investing axiom to hang your hat on, it’s this: the lower the price you pay, the better your returns over the longer term. With the price-to-earnings (P/E) ratios of many high quality businesses compressing, I therefore think it’s time for long-term investors to buy while so many others are fearful.
July 6, 2022

What to make of the May retail sales figures

The Australian Bureau of Statistics has just released retail sales figures for the month of May.  Contrary to market expectations, sales remained strong. But is this as good as it gets before rising living expenses eat into discretionary spending? Or will the build-up in pandemic-related household savings, and our strong labour market, continue to drive growth in consumer spending?

July 5, 2022

How much would higher immigration rates help equity markets?

By Roger Montgomery

  In this week’s video insight Roger discusses how the fate of equity markets now hinges materially, but not solely, on the employment picture and the how central banks navigate the very serious choice they have to make between inflation or recession. Transcript  Roger Montgomery: Immigration.
July 4, 2022

Aura High Yield SME Fund: Letter to Investors 01 July 2022

By Brett Craig

The RBAs July monetary policy decision will be made on Tuesday, with markets pricing in a 50 basis point rise, according the ASX RBA Rate Tracker. The RBA Rate Indicator run by the ASX aims to demonstrate market expectations of the change in the cash rate.

July 4, 2022

Farewell fiscal 2022, hello fiscal 2023

By David Buckland

Many commentators point to the six months to June 2022 as being one of the worst June half-year periods for the performance of both the share market and the bond market for several decades. As many economies saw their inflation rate hit a 40-year high, there was an aggressive sell-off in bond markets around the world.
June 29, 2022

Why I’m less pessimistic about rising official cash rates

By David Buckland

  In this week’s video insight David identifies why he is less pessimistic about rising official cash rates than many commentators, and with the damage done to share prices since late-2021 why we might soon be provided with some good opportunities to buy high quality businesses at very reasonable prices.
June 27, 2022

Aura High Yield SME Fund: Letter to Investors 24 June 2022

By Brett Craig

This week, RBA Governor Philip Lowe spoke about the department’s monetary policy intervention to tackle inflation in the evolving economic environment. Over the last six months, similar factors have continued to put pressure on food and energy prices – namely the war in Ukraine, foods on the East coast, and Covid lockdowns in China.

June 27, 2022

What if interest rates don’t go as high as the market is predicting?

With many market watchers expecting the Reserve Bank of Australia (RBA) to keep raising interest rates, high growth companies with no current earnings, but with potential for strong growth, have been heavily sold off. But, due to the economic impact, I’m not so sure the RBA will raise interest rates by as much as predicted.
June 24, 2022

Why it pays to invest when markets are heading south

By Roger Montgomery

Warren Buffett once observed that “In stocks, it’s the only place where, when things go on sale, people get unhappy. ” Which is ironic, because bear markets give long-term investors a wonderful opportunity to make market-beating returns. And the lower the market falls, the more excited we should be about buying shares in quality businesses at knock-down prices.
June 20, 2022

Aura High Yield SME Fund: Letter to Investors 17 June 2022

By Brett Craig

This week the NAB released the May monthly business survey, reporting an easing in confidence but a strong outlook for conditions. Despite fears, forward indicators suggest that businesses still maintain a relatively positive outlook for the Australian economy.

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