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Zach Riaz

Is Tabcorp’s Lotteries business really an infrastructure asset?

Should investors consider the Lotteries business as an infrastructure asset and if yes what can it be worth? With the…

4 years ago

What is the impact of geopolitical events on markets?

Given recent developments in the Russia and Ukraine conflict, we thought it may be worthwhile providing clients historical context which…

5 years ago

How do equities perform around the U.S. Federal Reserve tightening cycle?

At the moment there is only one discussion taking place among investors - how many times will the U.S. Federal…

5 years ago

December 2021 Economic Wrap and the ASX Stocks that Moved

US markets were stronger in the month, with the Dow Jones up +5.4% and S&P500 gaining +4.4% to finish 2021…

5 years ago

Initial thoughts from a Fund Manager on the Endeavour Group demerger from Woolworths

Given Woolworths Group (WOW) is a well owned stock, many clients may be asking what to do with the Endeavour Group (EDV) shares. We…

5 years ago

Woodside Petroleum (WPL) – Testing investor patience…

A client recently asked about WPL and given it is a well owned stock, we thought our notes below may…

5 years ago