Archive: May, 2023

May 19, 2023

Two stocks we currently like

By Gary Rollo

  In this week’s video insight I joined Montgomery’s head of distribution Scott Phillips to discuss two stocks we currently hold in the Montgomery Small Companies Fund including insurance broking, underwriting agency and risk management businesses AUB Group (ASX:AUB) and lithium producer Allkem (ASX:AKE). AUB Group falls into the category of stable compounders, those businesses with defensive growth characteristics.
May 11, 2023

Why Australian Eagle invested in AMP

By Sean Sequeira

Back in the 1960s, AMP Limited (ASX:AMP) built the tallest building in Australia, with magnificent views over Sydney harbour. It was a symbol of the firm’s dominant place within the local financial sector.
May 11, 2023

Will the copper price hit record highs?

By David Buckland

Around 75 per cent of the World’s lithium reserves, according to the U. S. Geological Survey, can be found in Latin America (58 per cent in Chile, Bolivia and Argentina) and Australia (17 per cent). Meanwhile, China currently has 80 per cent of the global refining capacity.
May 10, 2023

Why I think tech and small caps could rally this year

By Roger Montgomery

With inflation finally coming down, it looks like the U. S. Fed Reserve could soon stop lifting interest rates and start cutting, possibly as early as this year.   That’s great news for equity markets, which tend to rally when rates are lower. And it’s particularly good news for technology stocks and small caps. U. S.
May 5, 2023

Aura Private Credit: Letter to investors 05 May 2023

By Brett Craig

Tuesday 02 May saw the Reserve Bank of Australia (RBA) announce a 25-basis point increase to the Cash Rate, bringing the rate to 3. 85 per cent. This caught the market and mortgage borrowers off guard, which had priced in no further increase. However, it remained consistent with commentary released by the RBA Governor, Phillip Lowe, in April.
May 5, 2023

March quarter update on the Polen Capital Global Small and Mid Cap Fund

By Polen Capital

On the back of an unprecedented, macro-driven environment in 2022, the first quarter of 2023 has proven no less volatile. While plenty of uncertainty remains, particularly surrounding economic growth, the trajectory of interest rates, and the subsequent impact on financial markets, global equity markets started the year in positive territory.
May 4, 2023

March quarter update on the Polen Capital Global Growth Fund

By Polen Capital

2023 began with a strong start as the U. S market tended to reward quality fundamentals in January. Concerns around inflation and central bank policy re-emerged in February when the U. S. Federal Reserve Chairman Powell remarked that rates may be kept at “a restrictive level for a period of time.
May 3, 2023

Three transport stocks we like

By Roger Montgomery

  In this week’s video insight Roger discusses why calendar year 2023 could be a good year for investors. Disinflation has always been positive for stocks, particularly innovative growth stocks. And guess what? We’re in a disinflationary phase right now.
May 2, 2023

Companies the Polen Capital Global Small and Mid Cap Fund bought and sold in the March quarter

By Polen Capital

As expected, during periods of heightened volatility and a shifting economic environment, we are refining the Portfolio opportunistically. This includes initiating positions in companies that have been unfairly punished by investment markets, and taking profits by trimming companies that have held up well and those that we believe have lower return expectations going forward.


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