Aussie Reporting Season Update: February 2019
The Banks remain under earnings pressure from several fronts, with weak credit growth, falling net interest margins and rising compliance costs...
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Aussie Equities Month in Review (January 2019)
Australia underperformed the global benchmark in January but performed in line with the UK, Japan, and China. Beneficiaries of a weaker USD such...
633 Views
Aussie Equities 2019: On a Wing and a Prayer
We expect 2019 will be challenging. Offshore macro and Geopolitical issues emerged in 2018 to dash our expectations of a good year for the Aussie...
576 Views
It’s Not Over Yet, but Lift the Bar on Defence
A Correction and Not the End of the Cycle. In our view, the equity market sell-off in the past few weeks is a correction and a return to more...
532 Views
Aussie Equities Model Portfolio Update
Good outperformance by staying long growth. Our model portfolio has a tilt towards Growth over Value and this has underpinned its solid...
475 Views