JB Hi-Fi Ltd - Appreciating Wesfarmers' Quality & Resilience
Wesfarmers offers resilience and quality management to execute through the macro cycle, with digital and agentic levers supporting FY28 earnings...
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Accent (AX1 AU): Frasers’ Takeover Offer Needs a Rethink
Frasers will need to bump its offer to exceed the 26% threshold, as the current offer is light. Notably, the offer has not been declared best and...
144 Views
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...
600 Views
Global Equity Strategy: Not Too Bullish, Not Too Bearish
Despite several indexes recently touching new 52+ week highs, broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remain near logical...
554 Views
Resetting the Compass: ASX Model Portfolio Update - March 2019
Tracking Benchmark during the Correction and Now looking for Alpha. Our model portfolio has performed in line with the benchmark over the past...
755 Views