Friday Deadline Looms As MYOB Snubs KKR's Reduced Offer
A last-minute lump of coal in the stocking from accounting software and services provider MYOB Group Ltd (MYO AU)? Kohlberg Kravis Roberts has...
766 Views
A Houdini Act Worth Considering: Implications of a Pick up in US Productivity
The US yield curve has flattened sharply since our 2019 outlook was released lifting the risk that the end of the business cycle is rapidly...
584 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...
481 Views
Low Tide on Aussie Growth Stocks
Growth isn’t Dead Yet. Value’s outperformance in the past couple of months is relatively small compared to past periods and we think the...
356 Views
MYOB: KKR Launches a Proposal. Lightish?
Accounting software and services provider (among other things) MYOB Group Ltd (MYO AU) this morning announced that largest shareholder Bain had...
404 Views