Global Equities Nearing Potential Resistance
we believe global equities remain in a state of purgatory and consolidation is likely to continue as several major indexes approach logical...
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Time to Dissect Aussie Growth Stocks
Growth stocks have again out-performed Value since the start of the year supported by declining bond yields and solid EPS growth. In our March...
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Aussie Equities Reporting Season Wrap: March 2019
Australia rallied strongly through a relatively solid reporting season, with the benchmark ASX 200 posting a strong 6% gain in the month. EPS was...
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Aussie Reporting Season Update: February 2019
The Banks remain under earnings pressure from several fronts, with weak credit growth, falling net interest margins and rising compliance costs...
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Aussie Equities 2019: On a Wing and a Prayer
We expect 2019 will be challenging. Offshore macro and Geopolitical issues emerged in 2018 to dash our expectations of a good year for the Aussie...
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