Morningstar Management Behind the Moat 2018: Conference Highlights
Morningstar and PitchBook hosted the 10th annual Management Behind the Moat Conference in Chicago on Nov. 7 and 8, offering our institutional...
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Flash Update: US Shale M&A Frenzy Drives Further Consolidation in Upstream Oil & Gas
A new wave of consolidation is unfolding in the upstream oil and gas industry. Three company takeovers involving US shale E&Ps were announced...
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Aussie Equities Month in Review (Oct 2018)
A Correction and Not and End-Cycle Sell-off. In our note dated 20 October – “It’s Not Over Yet, But Lift the Bar on Defence” - we argued that the...
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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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US$6bn Regained in Relative EMV; More to Go as BHPs Valuation Premium Melts...
INVESTMENT VIEW: Bhp Billiton (BHP AU) shares have fallen 4% since the end of August, underperforming Rio Tinto Ltd (RIO AU) shares which have...
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