INTRODUCING OUR PARTNERSHIP WITH AUSTRALIAN EAGLE

WE ARE DELIGHTED TO ANNOUNCE OUR PARTNERSHIP WITH SEAN SEQUEIRA, ALAN KWAN, AND THE TEAM AT AUSTRALIAN EAGLE ASSET MANAGEMENT TO JOIN MONTGOMERY IN SEPTEMBER 2022 UNDER A SUB-INVESTMENT MANAGER PARTNERSHIP AGREEMENT TO MANAGE ITS AUSTRALIAN DOMESTIC LARGE CAP EQUITIES PORTFOLIOS. 

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COMING SOON



MONTGOMERY AND AURA GROUP WILL BE OFFERING A SECOND STRATEGY FOR INCOME-SEEKING RETAIL CLIENTS.

YOU CAN EXPRESS INTEREST NOW TO RECEIVE THE PRODUCT DISCLOSURE STATEMENT. 

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Investor Insights & Media

July 21, 2022

Investing in the age of transformation

By Polen Capital

Over the past two years, the evolution of the pandemic has been the leading force dictating the path of the global recovery. Despite the many challenges still present, Polen Capital believe that several secular trends that were already in motion before COVID-19 will continue to shape the world around us and play an important role in defining tomorrow’s leading businesses. In this whitepaper, Polen Capital look at what they view as some of the most important secular growth themes that may reshape the world over the next decade.

July 20, 2022

Could a credit crunch be more important than a recession?

By Roger Montgomery

I have just penned my next column for The Australian Wealth section this weekend. In the article I explain how different definitions of recession are common and yet largely irrelevant for today’s equity investor. Some say its two quarters of negative growth. If that’s the case, then the Atlanta Fed’s GDPNow tool is predicting the U. S.
July 18, 2022

Spark deals shows infrastructure is still in high demand

By Andreas Lundberg

If you’re looking for a solid investment with stable and predictable cashflows, you could do worse than explore listed infrastructure assets.   This conclusion was hammered home to me yet again by the news that Spark New Zealand (SPK:ASX) is selling 70 per cent of its passive tower infrastructure company for a pretty tidy sum.
July 13, 2022

Dirty little thing called growth and why I think Symbio is good value

By Gary Rollo

Like in most market downturns, small cap growth stocks are being punished hardest by a market that now views growth as a dirty word. This is great news for investors, as it creates opportunities to invest in businesses whose share price decline is due to changing sentiment rather than deteriorating fundamentals.

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