During the March 2024 quarter, the Polen Capital Global Growth Fund (the Fund) increased by 12. 49 per cent in Australian dollars, while its benchmark, the MSCI ACWI Net Total Return Index, in Australian Dollars, returned 13. 10 per cent.

In a constantly evolving investment landscape, private credit stands out as an important opportunity, especially for those seeking alternatives to traditional income solutions and volatile public markets.

  In this week’s video insight, I delve into the promising realm of small cap companies for 2024, a sector where I’ve maintained a bullish stance since November 2022. The Small Ordinaries Index and the S&P600 Small Cap Index have shown noteworthy gains, underscoring the potential that these companies hold in a recovering economy.

The monthly household spending indicator released by the Australian Bureau of Statistics (ABS) last week, is an additional data point crucial to the Reserve Bank of Australia’s (RBA’s) ongoing monitoring and decision making. Household spending was 3. 6 per cent higher than this time last year. This follows a slight dip we saw in December 2023.