5th July 2019 Jul 5
28th June 2019 Jun 28
A rush of REIT raisings
21st June 2019 Jun 21
But for just six companies the ASX300 return would be zero this fiscal year
We look at the performance of the market more broadly (as represented ASX300) for the financial year to date and see signs of significant dislocation. Were it not for just six companies the market would have returned about 0% for the year.Read the article
14th June 2019 Jun 14
The largest transfer of investment capital in Australia's history
Australia has been experiencing the largest transfer of investment capital in Australia’s financial market's history. There has and continues to be, a mass outflow of money from retail funds to industry superannuation funds.Read the article
Given the significance of this, we thought it is worth exploring why this is occurring, the impact it has had on the fund management industry and the implications this has for the future.
17th May 2019 May 17
In an environment where the appetite for risk is this sector is high, we prefer to take a lesson from history. Your investment team remains focused on investing in more reasonably priced companies with an ability to grow their dividends and earnings over the long term.Read the article
10th May 2019 May 10
Worley (formerly WorleyParsons)
Worley is a world leading professional services firm. We are attracted to its execution ability, broad capabilities, favourable operational risk profile and global reputation.Read the article
Given these attributes, it is well positioned to benefit from an increasing need for investment in the energy, resources, infrastructure and chemicals sectors globally.