Last Week in Event SPACE: WorleyParsons, Clarion, Healthscope, Idemitsu/Showa, Intu, Mazda, Orion
Last Week in Event SPACE ... WorleyParsons Ltd (WOR AU) investors who were bullish at 23x earnings should be more bullish a bigger, better...
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WorleyParsons' Giant Makeover
This morning, WorleyParsons Ltd (WOR AU) announced a trading halt to last through Tuesday. 13 minutes later the company announced the acquisition...
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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...
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Global Ex-U.S. & EM Continue to Point to Risk-Off Environment
YTD sideways congestion for the MSCI ACWI ex-US and an intact downtrend for the MSCI EM index continue to point to a risk-off environment for...
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Global Equity Strategy: Where to Hide Outside the U.S.
The U.S. has continued to separate itself from broad emerging market and developed international indexes. One positive is that MSCI EM and MSCI...
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