MONTGOMERY OFFERS A SECOND INCOME STRATEGY THROUGH A PARTNERSHIP WITH AURA GROUP
Montgomery Investment Management is delighted to announce its second fund in partnership with Aura Group.
Montgomery will offer the Aura Core Income Fund which aims to preserve capital and provide stable monthly income and portfolio diversification through exposure to a pool of Australian private debt assets predominantly made up of SME loans.
The traditional 60/40 portfolio approach is proving less effective at balancing risk and return in today’s environment, particularly as the historical relationship between equities and bonds has shifted. Where bonds once tended to rise when equities fell, both asset classes have at times moved in the same direction during periods of persistent inflation and policy uncertainty, weakening diversification benefits.
Many believe the era of easy investing is over and after several strong years in equity markets, opportunities are harder to find and valuations are less forgiving. So, with traditional 60/40 portfolios under pressure, investors are looking for diversification, income and resilience.
I joined Sean Aylmer for Fear and Greed’s Summer Series to talk about high-frequency arbitrage, how these strategies work, and why they have become an increasingly attractive alternative for sophisticated investors. We discussed how arbitrage seeks to profit from volatility and pricing inefficiencies across global asset exchanges.
In this section we explore investing basics, common themes and information to help guide your investing journey.
The information provided is general information only. The information does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided in this document and consider seeking advice from a financial adviser if necessary.
Australia and the United States (U. S. ) currently have one thing in common.
Consumer confidence is in a world of pain.
In the U. S. , the Consumer Sentiment Index (CSI) has fallen to the lowest level ever recorded since the University of Michigan began tracking the data in 1952. The Index, see Graph 1.
While it may not inform your investing decisions, it’s undeniably enjoyable to look at what bulls were saying during a previous bubble and comparing those comments to what is being said today.
On December 11, 1974, influential Austrian-born British economist and philosopher, Friedrich von Hayek, best known as a champion of free-market capitalism and classical liberalism, and a fierce critic of socialism and state intervention, delivered “The Pretence of Knowledge” as his Nobel Memorial Lecture.
There’s a battle playing out right now between Wall Street’s most bullish artificial intelligence (AI) optimists and the bond market traders quietly sounding the alarm. The outcome of that contest will matter enormously to investors with skin in the game. Bullish investors believe AI is a new, infinite fourth factor of a nation’s production and wealth creation.
I joined Niav Owens on ABC Newcastle Mornings to discuss what history tells us about oil-price spikes and share markets, and why falling oil prices are not always positive for equities.
On May 11, Wall Street’s most bullish analyst raised his year-end S&P 500 target from 7700 to 8250, the highest forecast on Wall Street. He did so because of the strength and breadth of S&P 500 earnings during the Q1 earnings reporting season.
The four horsemen of the Apocalypse are Conquest, War, Famine, and Death. Artificial intelligence (AI) has ‘Conquered’; in the Middle East, ‘War’ is underway and could take years to resolve, and changes afoot in enterprise-level AI spending would be akin to ‘Famine’ for AI hyperscalers that have spent trillions on scaling out the technology.
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