Global Equity Strategy: Squarely in the Neutral Camp
At this point in time the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, EM) have failed to break above their respective resistance levels,...
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The Deadcat Bounce in Aussie Value
The Global rotation away from Defensive stocks to cyclical Growth and Value over the past few weeks has not been impressive enough to convince us...
846 Views
Boost Research
New J Hutton – Exploration Report (Weeks Ending 30/08/19)
We examine at what stage the current commodities Supercycle exists Using BoC data, it appears that three of four commodity trends are...
724 Views
Aussie Equities Month in Review (August 2019)
The ASX 200 shrugged off a poor reporting season and fell in line with global markets. FY20 EPS estimates were downgraded from 9.8% at the start...
614 Views
Aussie Shorts [1 Jun 2026]: BHP, PLS Group, Arafura Rare Earths, REA Group, Bapcor
The largest industry net increase in the past week was A$2.5bn into "Diversified Meals"; the largest industry net decrease was just A$85mn out of...
134 Views