A Lame-Duck Christmas Retail Period in Oz
Stay underweight bricks and mortar retail. Our model portfolio is underweight retail, despite the sector having attractive valuations. We argued...
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Australian Credit: Is There Value Left in the Woolworths Turnaround?
Since the introduction of its new management team in February 2016 and abandonment of its failed venture into the Australian home improvement...
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Australian Department Stores Are Going Out of Fashion
The department store sector faces downsizing amid declining foot traffic and a material uptick in external competitionTimes are tough for...
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Equity Asia Weekly Research - 11 Oct 2017
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAPWhat's new from last week• Although ASX remains within its 3-month...
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Second Half 2017 Outlook: Where to from Here?
Our investment strategy remains closely linked to the normalisation of interest rates globally and the domestic cash rate on hold. Our expectation...
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