By Andrew Tang
07 June 2022, 5:00 PM
We think today’s move confirms the pivot in the RBA’s position on monetary policy, by moving rates ahead of market expectations the Bank is clearly prioritising price stability over employment and economic stability.
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By Tom Sartor
02 June 2022, 9:00 AM
First quarter reported US earnings were slightly better than expected overall, but were mixed among the mega-caps, and weren’t strong enough to overcome the macro-economic themes dominating investor attention.
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By Tom Sartor
01 March 2022, 1:00 PM
We further profile Microsoft as a dominant leader in consumer software, with macro-driven weakness offering a longer-term entry opportunity.
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By Tom Sartor
27 April 2020, 12:00 PM
We think current events are uncovering a once-in-a-decade opportunity to gain exposure to some of the world’s best businesses. The dominant global franchises offer protection against COVID downside.
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By Andrew Tang
06 April 2020, 5:00 PM
The ~c27% correction has finally unearthed some value, and we think long term investors will be rewarded for holding their nerve through current uncertainty. Given the market moves, we make sweeping changes this month.
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By Tom Sartor
17 March 2020, 3:00 PM
We offer context and a re-iteration of our strategy for investors during unprecedented volatility.
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By Tom Sartor
12 March 2020, 12:10 PM
The Federal Government has today announced $17bn in fiscal stimulus targeted primarily at businesses and households. Our analysts give their first impressions on the impact across relevant sectors.
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By Tom Sartor
12 March 2020, 11:00 AM
We draw on the views of leading economists to explain the most likely scenarios for the global economy from here
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