18 February 2020
The ALP’s controversial franking credit policy, coupled with the tax-loss selling heading into June saw discounts widen across the board. As a result, attractive opportunities arose with many large and reputable LIC/LITs trading at historically large discounts.
14 February 2020
Our key commodity call for 2020 is the unwinding of the drought induced dislocation between domestic cattle prices and export meat prices on a normalisation in weather patterns. Our three stocks carry varying degrees of exposure to this dynamic.