Equity Best Ideas
The most compelling equity ideas globally from Morningstar's coverage universe. Updated for February 2016. Recent Asian additions: ANz...
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Earnings Certainty Continues to Deliver Strong Returns
Evidente has updated the performance and ranking of its proprietary systematic model of earnings certainty or predictability and found that stocks...
225 Views
Infrastructure Assets to Benefit from the New Normal of Low and Slow
A recent speech from Vice Chairman Stanley Fischer suggests that the secular decline in the neutral rate of interest is guiding the Fed’s view and...
534 Views
Buy Signal for the A$ Weakens as the Currency Remains Resilient in the Face of Commodity Headwinds
Global commodity prices have continued to slide in recent months, with the RBA Commodity Price index down another 5% in US dollar terms. ...
223 Views
Competitive Threats Will Not Topple CHEP. Long-Term Trends Favour Market Leadership.
Brambles has a superb wide-moat franchise. Its dominant position in global pallet pooling through CHEP has made it one of Australia's most...
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