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ESCALATOR

Bespoke market insights from our CIO

ESCALATOR: CIO INSIGHTS

16.09.2016

Yesterday the Government released a number of proposed changes to their initial superannuation reforms that were announced on budget night this …

ESCALATOR: CIO INSIGHTS

06.07.2016

The federal election from last weekend remains in the balance.  Uncertainty surrounding who will form government, the influence of minor parties …

ESCALATOR: CIO INSIGHTS

27.06.2016

We believe that the political aspects and presumed cause of Brexit have been well covered by the media. It is therefore the financial consequences …

ESCALATOR: CIO INSIGHTS

04.05.2016

Overall the budget announcements last night will be viewed as a positive for the Australian economy with the main winners being small business …

ESCALATOR: CIO INSIGHTS

08.09.2015

The recent sell off in equity markets can be ascribed to two issues: The potential growth of China: Implicitly, the many sectors which rely on China …

ESCALATOR: CIO INSIGHTS

07.05.2015

Last August, BHP Billiton announced that it intended to spin off a group of its non-core assets into a new entity, which has since been named South32.…

ESCALATOR: CIO INSIGHTS

13.05.2015

Last night the coalition delivered its second (and less controversial) budget with a smaller than expected deficit of $35.1 billion or 1.9% of …

ESCALATOR: CIO INSIGHTS

30.06.2015

For some time many investors have largely dismissed the issues facing Greece due to the small size and relative unimportance of its economy. Its GDP …

ESCALATOR: CIO INSIGHTS

04.05.2015

Investing in the developing world is intuitively appealing, particularly given low growth in developed economies, yet is also complex due to a range …

ESCALATOR: CIO INSIGHTS

22.01.2015

The Real Estate Investment Trust (REIT) sector comprises companies with a range of activities in the property sector. Predominantly these are 1) …

ESCALATOR: CIO INSIGHTS

22.01.2015

In this piece, we look at current issues in the retail sector. In the US, sales are spreading out over Thanksgiving into Cyber Monday. Retailers …

ESCALATOR: CIO INSIGHTS

19.12.2014

Into year end Tradition requires us to cast our eyes forward at this time of the year and debate the potential investment influences and outcomes for …

ESCALATOR: CIO INSIGHTS

21.11.2014

In order to reduce the risk of an investment portfolio, it is beneficial to diversify funds into varied asset classes. This helps smooth the expected …

ESCALATOR: CIO INSIGHTS

06.10.2014

In our view a blend of fund managers within an asset class, in this case global equities, is the preferred portfolio construction. The ideal …

ESCALATOR: CIO INSIGHTS

14.05.2014

Last night the Coalition Government delivered the 2014/2015 federal budget which is positioned with an objective to shrink the current deficit from 3.…

ESCALATOR: CIO INSIGHTS

10.09.2014

It is common to see strongly held views on the use of external managers in an investment portfolio. Many express an aversion to fund managers due …

ESCALATOR: CIO INSIGHTS

04.04.2014

Investors may reflect on the patchy sideways trend in investment markets over the first quarter of the year and debate whether this is the …

ESCALATOR: CIO INSIGHTS

19.03.2014

Reporting season for the first half of fiscal 2014 was the best in a number of years, based on a range of measures. The market’s earnings …

ESCALATOR: CIO INSIGHTS

11.03.2014

Following a number of investor presentations a number of common questions arose, which we have addressed in this report.

ESCALATOR: CIO INSIGHTS

01.01.2014

In this report we comment on three themes namely 1) Japan and its recent efforts to raise inflation and encourage investment, 2) the somewhat …

ESCALATOR: CIO INSIGHTS

24.12.2013

In the first of a series of ‘summer reading’ reports, we will touch on a number of investment ideas we expect to become important into …

ESCALATOR: CIO INSIGHTS

26.11.2013

Australia's energy sector has traditionally taken a back seat to our other commodity exports due to the smaller relative size of this industry …

ESCALATOR: CIO INSIGHTS

11.11.2013

With an anticipated flood of IPO's coming to the market, we provide a number of questions an investor can use to narrow the options.

ESCALATOR: CIO INSIGHTS

14.10.2013

In 2012, the sharp fall in the iron ore price triggered sequential changes to Australian investment markets. The shift towards yield stocks became …

ESCALATOR: CIO INSIGHTS

08.10.2013

In our view, the vast majority of investors will achieve their Australian equity portfolio requirements from selections out of the ASX200. We do …

ESCALATOR: CIO INSIGHTS

03.10.2013

The Australian banking sector is particularly important for most clients, given that most, if not all of the big four – Commonwealth Bank (CBA),…

ESCALATOR: CIO INSIGHTS

01.10.2013

Running commentary on equities will invariably include whether the market or individual stocks are cheap/expensive/good value/over priced etc. …

ESCALATOR: CIO INSIGHTS

23.12.2012

The unwinding of the super cycle in commodity pricing has seen the share prices of many mining companies suffer in the last couple of years, with …

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