Category Specific RSS

Opinion

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

With Kikki K in voluntary administration, retail continues to look as bleak as ever

Australian stationery retailer, Kikki K, are the latest victim to the group of falling retail chains after news was released…

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

Is the coronavirus a threat to high corporate debt levels?

Global corporations have enjoyed a strong decade of gains and earnings increases, in large part due to a huge accumulation…

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,…

6 years ago

Being defensive is currently paying off…

Given so many coronavirus experts have appeared since its outbreak, we haven't felt the need to add to the noise.…

6 years ago