29 June 2020
Analyst Outlook for FY21
Our analysts provide their sector outlook and top stock picks for FY21.
29 June 2020
ETF Report – Technology leads recovery
The rebound in domestic equities continued in May as the All Ordinaries rose towards 6,000. Whilst the increase in the ASX All Ordinaries Accumulation Index and the S&P/ASX 200 Accumulation Index was not as substantial as previous month, they returned a solid 5.0% and 4.4%, respectively.
9 June 2020
Tech Sector | June 2020
In the June tech sector report, we have made changes to our key picks since we last updated them in late April, with Infomedia and PWR Group replacing Appen (APX) and Catapult Group (CAT), given the downgrade in recommendation for both to HOLD.
5 June 2020
Bank Note$
COVID-19 has come with higher credit impairment charges that have also forced the banks to acquiesce to APRA’s wishes for either deferred or materially lower dividends. However, underlying performance in 1H20 continues to be sound and balance sheets are much stronger than ever before.
29 May 2020
LIC & LIT Quarterly: March 2020
The market capitalisation of ASX LICs) and LITs dropped by 23.9% to $40.5bn over the first quarter of 2020. The volatility in the market and subsequent large equity sell-off resulted in no new listings in the sector.
25 May 2020
ETF trading on the rise
ETF trading has increased significantly over the past 3 months, with average daily value traded in March and April exceeding $770m and $460m, respectively. Despite the sell-off that has occurred in 2020, funds have stayed in the ETFs with each month recording positive net inflows.