<strong>“Value” on offer?</strong>
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A key point during the CIO dinners this month was that long-term value is emerging in the Australian share market (at last). With the aid of a simple chart, we discuss the reasoning behind this and how our clients are positioned to benefit.
Time takes over
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What mattered this week? Another takeover. And a big one at that. Origin Energy has received a takeover offer at a considerable (50%+) premium.
Out of the oven
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Patience is a resource that is becoming relatively scarce in capital markets. We recently received good news about a long-standing position in this portfolio: HoldCo.
Misstep or side-step?
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The Reserve Bank of Australia (RBA) is currently an impasse. Will it continue to hike interest rates in lockstep with the US Federal Reserve? Or will it choose to take a divergent path? And what might the consequences (of either approach) be?