Westpac Placement: An Expected EPS Dilutive Deal but Discount Is Deep
Westpac Group announced an AUD 2.5 billion capital raising plan this morning, via a fully underwritten AUD 2 billion institutional placement and an...
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Global Equity Strategy: Bullish Breakout Probability on the Rise
The probability for a breakout for global equities (MSCI ACWI) has increased in the past week based on several positive technical developments...
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Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
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Australia Short Interest - August in Review
Of the 134 companies that reported annual results in August, 65% missed their targets on the top line and just over half reported a rise in profits...
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Aussie Equities Month in Review (August 2019)
The ASX 200 shrugged off a poor reporting season and fell in line with global markets. FY20 EPS estimates were downgraded from 9.8% at the start...
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