Investor Insights

November 16, 2022

Will house prices drop once fixed rate mortgages mature?

By Roger Montgomery

  In this week’s video insight Roger addresses wave of fixed-rate mortgages that will soon revert to much higher rates and the impact this will have on national property prices. So exactly how many mortgages were written and is there actually a cliff we need to worry about?
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November 15, 2022

Some interesting health related companies enter the Polen Capital Global Small and Mid Cap Fund

By David Buckland

Portfolio Manager, Rob Forker, and the team running the Polen Capital Global Small and Mid Cap Fund have recently added two healthcare related companies to the portfolio. Dechra Pharmaceuticals Based in Norwich, England, Dechra Pharmaceuticals is involved in the development, manufacture, marketing and sales of veterinary products across 72 countries worldwide.
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November 14, 2022

AUB Group – insurance growth without insurance risk

By Michael Gollagher

There are many factors that come into play when you consider constructing a portfolio of stocks. Many people want to see a line up of superstars who are expected to shoot the lights out. Having said that, as we all know in investment markets there is no such thing as a free lunch.
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November 11, 2022

History shows us how rising rates affect equity returns

By Roger Montgomery

Instead of trying to speculate when the market will turn around, I think investors would be better off focusing on changes in interest rates. After all, history teaches us that changes in interest rates, and the extent to which rates rise beyond consensus estimates, are a major determinant of price-to-earnings (P/E) ratios and, therefore, sharemarket returns.
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November 10, 2022

The Aura difference

By Dean Curnow

Given the considerable volatility of markets this year it is no surprise investors are seeking to derive income from areas not correlated to traditional asset classes, namely equities and bonds.
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November 2, 2022

IMDEX’s shifting business model

By Dominic Rose

  In this week’s video insight IMDEX’s (ASX: IMD) CEO Paul House joined Dominic Rose to discuss the businesses recent first quarter FY23 result. The result showed stronger revenue growth than the market was expecting despite all the macro doom and gloom. Paul House also discusses the businesses shifting business model and new products.
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October 28, 2022

How to profit from the decarbonisation theme

By Roger Montgomery

Companies that can profit from the electrification of the planet are grabbing the headlines. And for good reason – in a falling market, their share prices have been heading up. The Montgomery Small Companies Fund holds shares in many of these companies, including Allkem (ASX:AKE), IGO (ASX:IGO), and Pilbara Minerals (ASX:PLS).   And I believe there’s more upside ahead.
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October 27, 2022

Which investments made money in September 2022?

By David Buckland

September was a very tough month for investors with the ASX 300 Accumulation Index down 7. 6 per cent, the Australian Small Ordinaries Accumulation Index down 11. 2 per cent and the MSCI World Accumulation Index in US$ down 9. 5 per cent. Even Government Bonds declined in value with the ASX Australian Government Bond Index losing 1.
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October 25, 2022

Could the strengthening USD trigger a financial crisis?

By Roger Montgomery

Dysfunction, disorderly, crisis, financial shock. These are not the words investors want to hear, but they are increasingly on the minds of some economists, analysts and investors.   So, what factors have led to such a negative outlook? It begins with everything we have written about here at the blog already. The U. S.
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