Atlas Arteria Placement & Entitlement Offer - A Closure but Not Without Paying More First
Atlas Arteria (ALX AU) is looking to raise about US$917m (A$1,350m) through an institutional placement and entitlement offer to finance the...
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Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
630 Views
Time to Dissect Aussie Growth Stocks
Growth stocks have again out-performed Value since the start of the year supported by declining bond yields and solid EPS growth. In our March...
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A Tactical Tilt at Interest Rate Sensitives
We remain underweight interest rate sensitive stocks. The rise in global yields has been driven by Fed policy alone, and this looks set to continue...
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Macquarie Atlas - On Track to Internalization Before AGM
Macquarie Group Ltd (MQG AU) is selling 75.9m shares of Macquarie Atlas Roads Group (MQA AU) worth approximately US$337m. Post-sale, Macquarie...
324 Views