5 March 2020
The Other 97.8%
Australian investors don’t need to venture too far to take advantage of offshore growth opportunities and benefit from foreign currency earnings, but there are many other opportunities that Australian investors simply cannot get exposure to by investing locally.
5 March 2020
LIC & LIT Quarterly – December
The market capitalisation of ASX LICs and LITs finished 2019 above $53.1bn, a 12 month increase of 29.6%. During the quarter there were 3 new listings that raised a combined $2.3bn.
19 February 2020
Hybrids Stock Picks for 2020
The hybrid market had another year of positive performance, driven by no ALP franking policy/ Coalition election win, and the RBA cutting the cash rate by 0.25% in June, July and October.
19 February 2020
Energy Stock Picks for 2020
Key drivers of energy markets will be US-China trade tensions and the potential for a resolution, European economic activity, and supply constraints as new projects are subjected to increasing environmental and social scrutiny.
19 February 2020
Base & Precious Metals Stock Picks for 2020
The macro issue of US-China trade tensions have dominated underlying market fundamentals. Key demand metrics have weaken over the course of 2019 due to poorer sentiment and the actual impact of trade restrictions.