U.S. Equity Strategy: Bullish Outlook Intact
mild weakness on the first trading day of the year appears to be just a blip on the radar and our bullish outlook remains intact. We continue to...
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Challenges Mount for the Wide Moat-Rated Australian Banks
As a consequence of increasing global risks, tougher regulatory demands, intensifying pressure on net interest margins, higher bad debts and lower...
1.9k Views
AmpGFX - RBA Cut the Obvious Decision
We think the case is clear for the RBA to cut rates tomorrow and are predicting this outcome. The much lower core inflation reading, evidence of...
448 Views
Starwood's Tilt for AOF: Fifth Time Lucky?
The backdrop to Starwood's latest Offer for A-REIT Australian Unity Office Fund (AOF AU) is worth repeating. The Fourth Attempt On the 8th October...
700 Views
Australian Unity (Finally) Enters An SIA With Charter Hall and Abacus
Back on the 4 June, Abacus Property (ABP AU) and Charter Hall (CHC AU) made a $2.95/unit all-cash non-binding proposal (a 6.1% premium to last...
712 Views