Global Equity Strategy: Guarded Optimism
Global equities (MSCI ACWI) are decisively breaking above 1-month resistance on US-China trade war optimism, incrementally improving the technical...
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Australia Short Interest - August in Review
Of the 134 companies that reported annual results in August, 65% missed their targets on the top line and just over half reported a rise in profits...
526 Views
ASX Reporting Season Update: Misses and Downgrades Amongst Bright Spots
Reporting season has been relatively disappointing with only 45% of stocks able to either meet or beat FY19 expectations. Analyst expectations in...
660 Views
Global Equities Nearing Potential Resistance
we believe global equities remain in a state of purgatory and consolidation is likely to continue as several major indexes approach logical...
558 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...
697 Views