Currently surging US inflation has triggered a dramatic move in interest rate expectations, which in turn have inspired equity investors to reassess the risk they are willing to adopt.  In the space of seven months, US short term interest rate expectations have moved materially.

In this video Roger addresses the question on all investors’ minds around the interaction of inflation, short term interest rates and equities. If consensus expectations of inflation and interest rates are wrong this presents a great opportunity to purchase stocks whose PEs have contracted.

Polen Capital's Paul Williams hosts this Polen Perspective conversation with Damon Ficklin and Rob Forker to discuss topical share market events and convey the team's latest thinking recorded exclusively for Australian investors.

During this most recent pull back in equity markets, we have received a number of calls from investors who have enquired as to what platforms Montgomery’s suite of funds are available on.   Now many people may be asking what a “platform” is and what do they do.