Woolworths: A Lack of Strategic Direction
We came away disappointed following Woolworths' recent AGM. While management comments were full of mea culpa, shareholders were effectively told...
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Weekly Impressions - Australia's Export Revolution to China's Rising Middle Class
A number of developments in the past week were a stark reminder that Australia’s exports to China are undergoing a revolution thanks to...
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Weekly Impressions - Competition intensifies amongst banks and supermarket retailers
The banks and supermarket retailers dominated financial market developments in Australia over the past week. Investors were disappointed by full...
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Morningstar Consumer Observer: Shopping for the CPG Brands Best Positioned for a New Era in Commerce
Seismic changes are affecting the consumer packaged goods industry as consumers are becoming less brand loyal and supermarkets are under attack...
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Weekly Impressions
Annualised volatility in the S&P500 spiked to 27% in August, its highest level since November 2011. Nonetheless, the 6 month moving average...
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