Putting Aussie Earnings Conviction to the Test
Reporting Season Performance. Our recently published Earnings Season Wrap highlighted concerns about the number of downgrades to FY19 earnings...
359 Views
Aussie Reporting Season Wrap: Growth Stocks Reign Supreme
FY18 reporting season was solid with 56% of stocks reporting either better-than-expected or in-line underlying earnings. Revenue growth was...
310 Views
Australia's Prime Minister - Hey Big Spender
The centrepiece of Australia's 2017-18 Budget was the announcement of the National Infrastructure Plan - Building Australia. The Coalition...
171 Views
Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
210 Views
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...
313 Views