Global Equity Strategy: Still Cautious Despite Oversold Conditions
Global markets are overdue for a bounce, But a host of uncertainties including are providing a significant headwind for broad developed and...
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Australian Reporting Season: APA Group, Coca Cola Amatil, Lendlease, Scentre Group & Seven Group
As scheduled, Australian reporting season ramped up today (22 August 2018) with APA Group (APA AU), Lend Lease (LLC AU) and Seven Group Holdings...
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Aussie Equities Model Portfolio Update
Australia is in a sweet spot. We are sticking to the themes and sector positioning outlined in our 2018 outlook. We still think the ASX200 will...
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Aussie Equities 2018: In a Sweetspot
Australia is in a sweet spot. We forecast the ASX200 to rise 9% to 6630pts underpinned by a 1pt increase in the PE multiple to 16.9pts and a...
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Coca-Cola Amatil's Near-Term Outlook Goes Flat, but We See Long-Run Improvement; Shares Undervalued
Narrow-moat Coca Cola Amatil Ltd (CCL AU) highlighted continued near-term challenges in its Australian beverages division at its investor day that...
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