Higher Funding Costs No Big Deal for Aussie Banks
Stay Underweight Banks. One of the key areas of push-back from clients to our call for Australian equity market outperformance is concerns about...
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Aussie Equities Model Portfolio Update
Australia is in a sweet spot. We are sticking to the themes and sector positioning outlined in our 2018 outlook. We still think the ASX200 will...
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Global Financials Positioning: Funds Hit Maximum Overweight - Rotate Out of USA, into EMEA/Asia
In this report, we look at financials positioning among global equity funds which, in line with global EM funds, are sitting at their highest...
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Aussie Reporting Season Wrap
A Solid Reporting Season with an Improving Outlook: Reporting season saw more beats than misses for the ASX 200 on both EPS (54% vs 38%) and...
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Entitlement Offer: MCP Master Income Trust (ASX: MXT)
The MCP Master Income Trust is a listed income trust designed to provide investors with access or exposure to the Australian corporate loan market...
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