Holding the Reigns on Aussie Value Stocks
Stick to Growth. Growth has outperformed Value by 10%pts year-to-date and we expect its outperformance to continue for the remainder of the year,...
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Aussie Shorts [4 May 2026]: Woodside Petroleum, Woolworths, James Hardie, Beach Energy, IDP Edu.
The largest industry net increase in the past week was A$767mn into "Banks"; the largest industry net decrease was A$265mn out of "Metals". Net...
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How to Play the Australian Child Care Bonanza
New government funding package will benefit child care providersExecutive SummaryThe Australian early childhood education and care, or ECEC, sector...
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ASX Short Interest Weekly (May 1st): Brambles, National Australia Bank, Scentre, Nextdc
We analyzed ASX short interest report for the past week and highlight short interest changes in Brambles, National Australia Bank, Scentre, Nextdc,...
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Second Half 2017 Outlook: Where to from Here?
Our investment strategy remains closely linked to the normalisation of interest rates globally and the domestic cash rate on hold. Our expectation...
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