My Kingdom for Some Alpha
Performance the only antidote for intensifying competition; Pendal Group (PDL AU) remains our preferred asset manager.The success of Magellan...
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Aussie Reporting Season Wrap: Growth Stocks Reign Supreme
FY18 reporting season was solid with 56% of stocks reporting either better-than-expected or in-line underlying earnings. Revenue growth was...
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Aussie Reporting Season Update: Cracks in the Mirror
Solid Earnings Momentum Hits a Brick Wall. It’s still early days, with only 40% of stocks reporting during the first 2 weeks of reporting season,...
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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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BBSP Equity Asia Weekly Research 10 August 2017
Long Term Allocation (Strategic view) in terms of Relative Value (vs MXAP) and in USD terms.• NIKKEI/MXAP: Long term outperformance still...
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