MONTGOMERY OFFERS A SECOND INCOME STRATEGY THROUGH A PARTNERSHIP WITH AURA GROUP
Montgomery Investment Management is delighted to announce its second fund in partnership with Aura Group.
Montgomery will offer the Aura Core Income Fund which aims to preserve capital and provide stable monthly income and portfolio diversification through exposure to a pool of Australian private debt assets predominantly made up of SME loans.
The traditional 60/40 portfolio approach is proving less effective at balancing risk and return in today’s environment, particularly as the historical relationship between equities and bonds has shifted. Where bonds once tended to rise when equities fell, both asset classes have at times moved in the same direction during periods of persistent inflation and policy uncertainty, weakening diversification benefits.
Many believe the era of easy investing is over and after several strong years in equity markets, opportunities are harder to find and valuations are less forgiving. So, with traditional 60/40 portfolios under pressure, investors are looking for diversification, income and resilience.
I joined Sean Aylmer for Fear and Greed’s Summer Series to talk about high-frequency arbitrage, how these strategies work, and why they have become an increasingly attractive alternative for sophisticated investors. We discussed how arbitrage seeks to profit from volatility and pricing inefficiencies across global asset exchanges.
In this section we explore investing basics, common themes and information to help guide your investing journey.
The information provided is general information only. The information does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided in this document and consider seeking advice from a financial adviser if necessary.
What 30 June means for investors in managed funds
While many people this time of year are focusing on winter holidays and tax returns, investors in actively managed equity funds like those offered by Montgomery are likely watching for their distributions.
With stock markets recently retreating marginally from artificial intelligence (AI)-fuelled record highs, the question many thoughtful investors are asking is: Will the bull run resume, or is this the beginning of a broader correction?
The defining irony of today’s stock market has got to be the yawning chasm between asset prices and their intrinsic values. As equity indices scale ever higher peaks, and as hyper-parabolic Price-to-Earnings (P/E) and Price-to-Sales (P/S) ratios are normalised, the underlying truths don’t seem to have changed. Eventually even this bubble must bust. U. S.
In my latest Firstlinks article, I explore whether artificial intelligence (AI) is following the familiar path of past technology bubbles. As businesses shift from AI experimentation to demanding measurable returns, the question becomes whether the trillions spent on AI infrastructure will ultimately generate enough revenue to justify today’s lofty valuations.
I joined Kirsten Aiken on ABC The Business to discuss the challenges facing Australia’s retail sector. With higher interest rates slowing the economy and uncertainty around proposed tax changes weighing on consumer confidence, spending has softened across age groups.
“You cannot be afraid of new technologies. I think that this tenet passed Warren Buffett by. As he is the greatest investor of all time, I think it’s important to recognise that if he were not afraid of product cycles and obsolescence, he would have made much more these last few years than he did.
What 30 June means for investors in managed funds
While many people this time of year are focusing on winter holidays and tax returns, investors in actively managed equity funds like those offered by Montgomery are likely watching for their distributions.
Since January 1999, Macquarie Bank’s shares have risen almost 1,400 per cent, and that excludes the returns from reinvesting dividends. That’s just capital gains alone. Assuming the Federal Labor Party is voted out, and their capital gains tax disincentives are unwound, there could be another Macquarie-Bank-like 1999 opportunity.
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