Investor Insights

In recent years, very few developments have captured investors’ imagination and curiosity as much as the emergence of generative artificial intelligence (AI). Explore the transformative impact of AI and the investment opportunities it presents across various sectors globally in Polen Capital’s latest whitepaper.

The Magnificent Seven (Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), Apple (NASDAQ:AAPL), Meta (NASDAQ:META), Microsoft (NASDAQ:MSFT), Nvidia (NASDAQ:NVDA), and Tesla (NASDAQ:TSLA), which rose by an average 111 per cent over calendar 2023, continued their strong upward trajectory, increasing a further 37 per cent, on average, over the six months to June 2024. This helped drag up the Nasdaq, which jumped 18.

  In this week’s video insight, I discuss the Baby Boomers looming retirement, and the importance of ensuring financial stability. With rising property costs and the need to replace lost income, finding reliable investments is essential. I highlight private credit as an option, offering the potential for returns with lower volatility.

Effective Tuesday 2 July 2024, the Aura High Yield SME Fund was renamed to the Aura Private Credit Income Fund. This does not impact client's investments in the Fund, and clients are not required to take any action as a result of this name change.

Since the beginning of the year, the Polen Global Growth Fund has traded, or adjusted positions in, a number of portfolio holdings and as some of the names are those you are likely familiar with, Polen Capital thought it would be more than a little interesting to shed some light on the reason for the changes.

Explore the investment opportunities presented by high-quality, growth businesses poised to capitalise on the global, secular shift of an ageing population.   Polen Capital’s International Growth team highlights the potential within the medtech sector driven by a rapidly ageing global demographic.

I have previously written here that one of the most repeatable ways to make money on the Australian Stock Exchange (ASX) is to buy into a retail store rollout story early.

The monthly consumer price index (CPI) indicator released last week reported a 3. 6 per cent increase in the 12 months to April. This follows the 3. 5 per cent increase reported in March. We have seen relative stability in the rate of inflation since December 2023, albeit with slight upticks reported in the past two months.

Last week the Reserve Bank of Australia (RBA) released the minutes from their most recent monetary policy meeting, held earlier this month. The decision to keep the cash rate was made because there had not been sufficient data to warrant a change at this stage.

  In this week’s video insight, I discuss the remarkable progress of Telix Pharmaceuticals (ASX:TLX). Over the past ten months, Telix’s share price has seen significant growth, driven by advancements in radiation imaging and therapy technologies. Their flagship product, Illuccix, is gaining traction in the market.

One of the questions we get asked often is about the size of the companies that we can invest in with the Montgomery Small Companies Fund.

  In this week’s video insight, Sean Sequeira and I discuss the strategic decisions within the mining sector, highlighted by BHP’s latest bid for Anglo American. This move, part of a broader trend of significant acquisitions, could reshape the competitive landscape by boosting BHP’s (ASX:BHP) production in iron ore, copper, and metallurgical coal.