In this week’s video insight, I review the question of whether a recession is imminent. There has been no shortage of talks of a recession lately, although if we dive deeper into what we have seen in markets over August and September a compelling counterpoint to this narrative is visible.

This blog provides investors with an explanation of how total return figures are calculated for the Montgomery Small Companies Fund. Importantly it is worth knowing the investment returns are not generated by Montgomery Investment Management. Fundhost Limited is the Independent Administrator and Responsible Entity of the Montgomery and Polen Capital Funds and is responsible for all the calculations.

What’s the best way to build a robust retirement portfolio that can ride out market fluctuations and provide steady and dependable income? Back in the 1980s, renowned U. S. financial strategist, Harold Evensky, devised what we believe is a smart approach. He called it the ‘Bucket strategy’.

“I leave knowing that the airline is fundamentally strong and has a bright future,” are today’s parting words from Mr. Alan Joyce, now ‘former’ Chief Executive Officer (CEO) of Qantas (ASX:QAN) and pictured below with Australia’s current Prime Minister, Anthony Albanese.