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Equities Mining Services

18 August 2020

E&C July Newsletter

During the month of July, a total of $886m in new contracts were announced by companies in our index. This was a strong result and was underpinned by $550m of contract wins from DOW across Roads, Electricity, Oil & Gas and Iron Ore.

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Equities

17 August 2020

Coronavirus Analysis & Outlook

In this Coronavirus analysis and outlook report, we discuss Western Europe, Victoria, lockdowns, global themes & more.

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Equities Retail

17 August 2020

Reporting Season Highlights – Week 1

We recap some of the profit reporting season highlights from last week including Insurance Australia Group (IAG), Commonwealth Bank (CBA), QBE Insurance Group (QBE) and Breville Group (BRG).

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Equities

31 July 2020

Bank Note$ – July 2020

APRA notified ADIs and insurers back in April of the expectation “to limit discretionary capital distributions in the months ahead, to ensure that they instead use buffers and maintain capacity to continue to lend and underwrite insurance”.

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Equities International

28 July 2020

Investor Talk: 27 July 2020

The Federal Reserve’s two-day monetary-policy meeting will highlight a busy week for economic news, which includes manufacturing data out of China. Also on tap is the first look at second-quarter gross domestic product in the U.S. and Europe.

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Defending against cyber attacks with black and red metal frames

Equities ETF, LIC & LITs

23 July 2020

ETF Report – Defending against cyber attacks

The hacking of 130 high-profile Twitter accounts on Wednesday 15 July is a reminder of the growing importance of cybersecurity in the new digital age. HACK provides exposure to a diversified portfolio of the largest leading and emerging cybersecurity companies in the world.

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Categories

E&C July Newsletter

Coronavirus Analysis & Outlook

Reporting Season Highlights – Week 1

Bank Note$ – July 2020

Investor Talk: 27 July 2020

ETF Report – Defending against cyber attacks