Aussie Equities Month in Review (August 2019)
The ASX 200 shrugged off a poor reporting season and fell in line with global markets. FY20 EPS estimates were downgraded from 9.8% at the start...
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Developed International Equity Strategy: Favor EAFE over EM
We highlight attractive and actionable themes within developed international markets, including actionable set-ups across among: Non-bank...
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ESR Cayman IPO: Move in at the Low-End
ESR Cayman (ESR HK) is the largest APAC focused logistics real estate platform by GFA and value of assets, according to JLL. It announced its IPO...
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Aussie Equities Month in Review (May 2019)
Australia was the best-performing developed market in May, due to surging iron ore prices and a market-friendly domestic election result. Sharply...
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ESR Cayman IPO - Richly Valued
ESR Cayman (ESR HK) aims to raise up to US$1.2bn in its planned Hong Kong listing. The company is backed by Warburg Pincus.In my earlier...
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