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Zach Riaz

Are banks’ hybrid distributions under threat?

A client put a fair question to us this morning - will bank hybrid distribution payments come under threat as…

6 years ago

‘Don’t fight the Fed’ – Macro update

“Don’t fight the Fed” as you are being paid to take risks. Your investment thesis on asset classes at this present moment…

6 years ago

Coronavirus trends – Equity strategy update

As we have previously written, investors need to keep an eye on company announcements for further clarity on near-term impact…

6 years ago

Most common question – have equities fallen far enough?

The question is at what point do equities start looking cheap. We think about markets and opportunities from an portfolio…

6 years ago

Energy Markets Update – Implications of the Russia-Saudi Tensions

Energy markets are grappling with tensions between Russia and Saudi Arabia, with a price war emerging post recent OPEC+Russia meeting.…

6 years ago

Coronavirus COVID-19 becomes an issue as Australian Reporting Season ends: Equity strategy insight

No doubt, after many weeks with coronavirus, dubbed “COVID-19”, lingering in the background of U.S and Australian corporate reporting season,…

7 years ago