Archive: August, 2022

August 8, 2022

Aura High Yield SME Fund: Letter to Investors 05 August 2022

By Brett Craig

The RBA raised rates for the fourth consecutive meeting with a view to combat the soaring rate of inflation. They are not shying away from introducing additional rate rises moving forward. As noted last week, the headline inflation for the July quarter came in at 6. 1 per cent, well above the 2–3 per cent target range.
August 3, 2022

Growth stocks could rebound if inflation turns out to be “transitory” after all

By Roger Montgomery

Since bravely declaring that inflation would be “transitory” the Chair of the U. S. Federal Reserve, Jerome Powell, has been ridiculed for being so wrong.   After all, we’ve since seen inflation exceed initial estimates and be more persistent than anticipated. But now it seems inflation could be transitory after all. And that augers well for quality growth stocks.


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