A Tactical Tilt at Interest Rate Sensitives
We remain underweight interest rate sensitive stocks. The rise in global yields has been driven by Fed policy alone, and this looks set to continue...
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Smartkarma: ECM Coverage Weekly Update (22 July 2017)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs. This week's listings...
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Convenience Retail REIT IPO - Yield Premium Not Enough to Make up for the Size Deficit
Convenience Retail REIT (CRR AU) plans to raise up to US$125m in its IPO. The company will own service stations spread across the eastern states of...
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Viva Energy REIT - Time to Fill up the Tank
Viva Energy REIT plans to raise US$682 (A$911m) through its IPO in order to fund its purchase of 425 service stations from its parent Viva...
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Challenges Mount for the Wide Moat-Rated Australian Banks
As a consequence of increasing global risks, tougher regulatory demands, intensifying pressure on net interest margins, higher bad debts and lower...
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