Morningstar: Global Equity Best Ideas
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
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Weekly Impressions
Annualised volatility in the S&P500 spiked to 27% in August, its highest level since November 2011. Â Nonetheless, the 6 month moving average...
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Dissecting Quality: When Does Management Quality and Corporate Governance Matter Most?
Most active funds tout their ability to discriminate between good and poor quality management, and accordingly weight their portfolios towards...
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Woolworths: CEO resigns, lowers profit guidance
Woolworths this morning announced that the CEO, Grant O'Brien would be stepping down after four years in the role, that a global search for a...
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Woolworths: Risk Reward Becomes More Compelling
Last month, Evidente published an open letter to the Woolworths CEO, Grant O'Brien, suggesting that a lack of corporate focus had contributed to...
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