Search
Latest Insights
-
Australian Reporting Season Wrap - Surviving the profit downturn
This August, the Australian reporting season revealed critical signals and fundamental information to help investors reposition their portfolios for this contractionary economic environment.
- Date published
- 15 Sep 2023
- Tag
- Cross-Strategy Australia
-
Webinar: Reporting Season - Surviving the profit downturn
Chief Investment Officer, Reece Birtles presents his key takeaways from Australia's bi-annual reporting season.
- Date published
- 6 Sep 2023
- Tag
- Cross-Strategy Australia
-
Contradictory forces at play leading into August reporting season
Amidst a sluggish economy and increasing rates, we've reassessed our perspective on Australian banks.
- Date published
- 2 Aug 2023
- Tag
- <script runat=
-
Australian Reporting Season Wrap - Looking over the edge…
As we stand on the edge of a mortgage rate cliff and a potential Australian recession, how did this impact the shape of company results in Australia’s February 2023 company reporting season? And what does it mean for Value, Sustainable and
- Date published
- 20 Mar 2023
- Tag
- <script runat=
-
Why changes to off-market buyback legislation could be positive for low tax rate shareholders
Answering the key questions around the Australian Government's proposed changes to the tax advantage of off-market share buybacks
- Date published
- 24 Jan 2023
- Tag
- <script runat=
-
Australia's AGM Season: Our key take outs
Our annual summary of the investment thematics arising from ASX-listed company AGMs.
- Date published
- 2 Dec 2022
- Tag
- <script runat=
-
Australian Reporting Season Wrap - “Paying the piper”
What has been the impact of the current environment on Australian company results and outlooks this reporting season? What are companies doing to combat shrinking profit margins due to falling revenue and/or higher costs? And what does this mean for
- Date published
- 29 Sep 2022
- Tag
- <script runat=
-
The Reporting Season results so far
We are coming to the end of company results season proper. Now that most of the data is in, we shift our focus towards digesting the broader themes at play.
- Date published
- 31 Aug 2022
- Tag
- <script runat=
-
Shaping up for the next Reporting Season
Blow-out inflation readings, central bank rate rises, a new Australian government and a market correction in June… As we enter Australia's next reporting season, we have looked at the key market developments since last season we expect to shape
- Date published
- 27 Jul 2022
- Tag
- <script runat=
-
Australian Reporting Season Wrap - “A return to the ‘old’ normal”
What will be the true impact on earnings and dividend outlooks from the impact of rising operating costs, shortages, rate rises, and margin pressures? Are we seeing a return to an old normal for inflation? And what does this mean for Value-style
- Date published
- 29 Mar 2022
- Tag
- <script runat=
-
When uncertainty is high, not all equities are created equal - six ways to improve your income
With uncertainty across markets expected to persist, and inflation set to rise, retirees need a source of high, stable and growing income that can offset cost of living rises and longevity risk.
- Date published
- 29 Mar 2022
- Tag
- <script runat=
-
February 2022 Australian company reporting season – an early update
Our early views on the results and the thematics at play for the Australian companies reporting.
- Date published
- 22 Feb 2022
- Tag
- <script runat=