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Will economic uncertainty overshadow the company reporting season?

Will economic uncertainty overshadow the company reporting season?

Leading in to February reporting season period in Australia, it feels like economic uncertainty globally may be overshadowing the more positive company profit fundamentals that we can see.

26 February 2019

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Brasilia

Brazil's polarising election

After victory in the first round of voting, Jair Bolsonaro, the anti-establishment right winger, now appears to have a commanding lead over Fernando Haddad of the PT (workers’ party), ahead of Sunday’s election.

31 January 2019

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Istanbul overhead

Contagion contained

Turkey’s currency crisis in early August prompted an all-too familiar set of headlines. A predictable news flow that was eager to foretell that the crisis would deepen and inevitably spread across the entire asset class.

31 January 2019

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5G is coming, and closing the gap on fixed-line broadband

5G closing gap on fixed line broadband

It’s regarded as the future of mobile, but a recent research trip to the US drove home that 5G is also going to be one of the biggest themes this year.

26 February 2019

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Unobservable neutral real rate of interest

Searching for USA's "R star"

‘R-star’ is the biggest issue for financial markets right now, more important than trade wars and diverging major economy growth.

06 February 2019

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Have US markets run out of fuel?

Have US Markets run out of rocket fuel

Markets around the world have fallen sharply so far in October, shaking investors out of their comfort zone. Why is this happening?

31 January 2019

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Indian election

India’s general election – reform vs populism

India’s BJP has had successes since 2014 but rising populist sentiment is a problem. What does the election mean for investors?

02 April 2019

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ActivelyInvestingAbstract1

Actively investing to improve lives through professional conduct

Ensuring that our clients can be confident that we, as fiduciaries of their capital, have their best interests at heart, is an important part of our mission.

05 June 2019

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PaintedInaCornerAbstract

Income investing: avoid being painted into a corner

Dividend concentration is set to become even more concentrated for UK- focused investors; more reason therefore to take a global approach

03 June 2019

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AustralianSupermaketsAbstract1

What can Australian supermarkets gain from the UK online experience?

Australian retailers are rapidly increasing their online penetration and looking at how best to fulfil the growing demand.

06 June 2019

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ReportingSeasonAbstract1

Reporting Season: What we've learned so far

We are almost through Australia’s semi-annual reporting season. Profit results are being clouded by negative sentiment on politics, financial conditions and house prices. But politics is also creating an interesting dynamic for dividends and capital management.

07 March 2019

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Indonesia building

Watching Asia grow

Rising populations, urbanisation and a fast-growing middle class have led to a huge need for housing and infrastructure right across developing Asia.

07 March 2019

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AusFrankingAbstract4

What do the proposed franking changes really mean for Australian equity investing?

An interesting theme that emerged during the recent Australian reporting season has been the growing impact of political uncertainty on corporate behaviour. In particular, the expected Federal election in May has driven companies to dramatically change their short-term capital-management strategies.

08 May 2019

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AusAsianBankingAbstract1

Royal Commission Report puts governance in the spotlight

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, and the governance failings aired during the hearings gives us plenty to learn for the future, and also long-term opportunities.

08 May 2019

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IncomeClimateChangeAbstract

Climate change - Identifying opportunity

Within the next 30 years, global temperatures will be higher than human beings have ever experienced. Every investment decision now needs to account for the effects of climate-related change.

06 May 2019

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Mexican trade

Deal or no deal - Positives for Mexico

Only a few months ago, NAFTA (the North American Free Trade Agreement) looked dead in the water. The US seemed hell-bent on walking away from the 24-year-old deal, while Canada and Mexico were unwilling to concede any ground.

31 January 2019

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ChinaBoostAbstract

China’s boost to urbanisation

Urbanisation, a key driver of economic growth in China, is set to be boosted by a new government policy impacting a vast range of sectors

03 June 2019

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ESG Veganism

Veganism: The Next Sustainability Frontier

Veganism is going mainstream. Backed by A-list celebrities and global marketing campaigns, demand for meat-free food has increased rapidly over the last few years.

26 February 2019

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AviationAbstract1

Asia Pacific in the Pilot Seat for the Global Aviation Sector

Strong population growth and rising income levels in the Asia Pacific region are fuelling demand for the region’s airports. And more than half of new air passengers are expected to originate from the region over the next 20 years.

08 May 2019

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IndiaWirelessAbstract

India Wireless – A more rational market…finally?

The Indian mobile telecommunications market has consolidated around three players. Does this finally herald a more rational marketplace?

03 June 2019