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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
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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
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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
- Cross-Strategy Australia
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Headwinds for the Australian Banks
Amidst a sluggish economy and increasing rates, we've reassessed our perspective on Australian banks.
- Date published
- 19 Jul 2023
- Tag
- Australia Value Equity
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Themes that matter to Australian Value investors
We take a look at recent news flow and its significance for the outlook for Australian equity and Value style investors.
- Date published
- 22 Jun 2023
- Tag
- Australia Value Equity
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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
- Cross-Strategy Australia
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After its worst decade, is Value investing set to roar back in the 2020s?
Is the scene set for a resurgence of the Value style?
- Date published
- 10 Jan 2023
- Tag
- Australia Value Equity
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Australian Banks: Margin upside prevails in war with housing risk
The emerging issue for investors in unlisted Real Assets.
- Date published
- 19 Dec 2022
- Tag
- Australia Value Equity
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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
- Cross-Strategy Australia
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Australian takeaways from China's 20th party congress
Continued steel and iron ore uncertainty
- Date published
- 10 Nov 2022
- Tag
- Australia Value Equity
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The spice of "Australian" Value
Is a Global ETF really the best way to partake in the Value style for Australian investors?
- Date published
- 9 Nov 2022
- Tag
- Australia Value Equity
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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
- Cross-Strategy Australia