Low Tide on Aussie Growth Stocks
Growth isn’t Dead Yet. Value’s outperformance in the past couple of months is relatively small compared to past periods and we think the...
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Aussie Equities Month in Review (Oct 2018)
A Correction and Not and End-Cycle Sell-off. In our note dated 20 October – “It’s Not Over Yet, But Lift the Bar on Defence” - we argued that the...
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It’s Not Over Yet, but Lift the Bar on Defence
A Correction and Not the End of the Cycle. In our view, the equity market sell-off in the past few weeks is a correction and a return to more...
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MYOB: KKR Launches a Proposal. Lightish?
Accounting software and services provider (among other things)Â MYOB Group Ltd (MYO AU) this morning announced that largest shareholder Bain had...
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Aussie Equities Model Portfolio Update
Good outperformance by staying long growth. Our model portfolio has a tilt towards Growth over Value and this has underpinned its solid...
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