6 January 2021
Analyst Outlook for 2021
Our analysts share their sector outlook and top stock picks for 2021.
5 January 2021
End of Quarter Review – December 2020
This calendar year proved to be a year of unprecedented challenges with much larger swings than we have had at times since the global financial crisis. After a very strong start to the year, investors and markets grappled with the uncertainty and severe volatility brought upon by the coronavirus (COVID-19) spread around the world.
30 December 2020
Bank Note$ – December 2020
2020 has been a challenging year for the banks but we believe there is now light at the end of the tunnel for the sector’s long term investors. In this report, we highlight twelve banking qualities that support our positive view of sector attractiveness as we head into 2021.
18 December 2020
Bells Gold Tracker: December 2020
Recent history reinforces the notion that the December quarter is traditionally a weak one for gold. Over the last 10 years December quarterly returns have averaged -2.8% and so far we are down -2.4% in the December 2020 quarter to date.
8 December 2020
Reinforced & Accelerated Digital Transformation
In our consolidated ‘Positive Themes after COVID-19’ report, we look at how COVID-19 has reinforced and accelerated the online retail, digital leisure, remote learning, remote working, and the global contactless economy sectors.
4 December 2020
Fifty Leaders News
The latest news on the top 50 leaders including National Australia Bank, Scentre Group, Westpac Banking Corporation, BHP Group, AGL Energy, Ampol, Newcrest Mining, Fortescue Metals Group, Telstra Corporation, Aurizon Holdings, CSL, James Hardie Industries, ANZ Banking Group and more.