Sell first (ask questions later…)

Billion-dollar companies have disappointed the market. We question whether in the midst of uncertainty, investors’ timeframes are being truncated.

Confirmation, confession and celebration

In May there’s a window where this year’s profit numbers are almost tallied. CFOs and CEOs alike look nervously up at the scoreboard asking: are we about to meet market expectations? 

De-equitisation

While the headlines are vocal about shortages across industries they have been silent about the reducing pool of investible, large companies in the Australian market.