As promised last week, we have a big week of reporting results for your portfolio. Nine in fact. Happy reading!

Reporting season kicked off for your portfolio this week, with 5 results summarised below. Next week will be a bumper week and edition of Investment Matters.

In last week's Investment Matters we illustrated that despite volatility in its share price, Challenger has delivered consistent growth in earnings over the past 16 years. We now wish to deepen this research, reflecting on the drivers of this growth. 

This week we discuss how capital expenditure is turning in the energy sector. A number of investments in your equity portfolio will benefit from resultant increasing activity.

This week we discuss the outlook for the uranium sector and the rationale behind our investment in Paladin.