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PORTFOLIO IN/SIGHT

A monthly portfolio report

PORTFOLIO INSIGHT

15.05.2017

Along with most other regions, the Australian sharemarket has tracked sideways over the last month, however there has been numerous drivers of …

PORTFOLIO INSIGHT

05.04.2017

Australian equities have continued to advance over the last couple of months, completing a sharp turnaround since early 2016. While the market has …

PORTFOLIO INSIGHT

10.02.2017

The Australian share market edged higher over the last six weeks, although the wind has come out of the initial post-US election rally that led to …

PORTFOLIO INSIGHT

13.12.2016

Politics has been the key theme driving investment markets over the last several weeks, with the US election soon followed by Italy's referendum on …

PORTFOLIO INSIGHT

27.10.2016

The last two months have had many drivers of equity returns – central banks (and interest rates), FY16 company reporting season, commodity …

PORTFOLIO INSIGHT

01.08.2016

Equity markets have again navigated through the latest event risk – being the Brexit vote – and in many cases have pushed through to …

PORTFOLIO INSIGHT

20.06.2016

The most recent equity rally from mid-February to late-May has been driven by several factors, including weakening bond yields, more stable currency …

PORTFOLIO INSIGHT

24.05.2016

The familiar theme and sharemarket driver of lower interest rates has returned. Following weak inflation data for the March quarter, which was broad-…

PORTFOLIO INSIGHT

26.04.2016

The range-bound performance of the ASX 200 has continued over the last month, although the drivers of return are markedly different to the trend of …

PORTFOLIO INSIGHT

17.03.2016

Equity markets globally have rebounded over the last four weeks, with many of the trends of the last few years reversing. Resource stocks have …

PORTFOLIO INSIGHT

18.02.2016

The Australian equity market has followed a similar path to international markets in the early part of 2016, although the losses have been more …

PORTFOLIO INSIGHT

24.12.2015

The last month has seen a continuation of many of the themes that influenced the Australian share market in 2015; weak commodity prices impacting the …

PORTFOLIO INSIGHT

17.11.2015

The Australian sharemarket has again underperformed global developed markets over the last month and is now effectively flat on a two month basis. …

PORTFOLIO INSIGHT

15.10.2015

The recent pick up in volatility has continued over the last month, although the fall experienced in September has been more than offset in the last …

PORTFOLIO INSIGHT

11.09.2015

As with many international equity markets, the Australian sharemarket has lost considerable ground over the last two months. Initially, it was a …

PORTFOLIO INSIGHT

14.07.2015

Despite a lot of noise in the market threatening to impact equity returns, investors may be surprised to learn that the Australian equity market has …

PORTFOLIO INSIGHT

19.06.2015

After a strong start to the year, the Australian sharemarket has now given back most of these early gains, having lost some 7% since late April. …

PORTFOLIO INSIGHT

19.05.2015

Some of the more recent longer term trends that have driven returns in the Australian sharemarket reversed course in April and into early May. …

PORTFOLIO INSIGHT

14.04.2015

As we have previously discussed at length, equity markets have been driven higher in recent years by interest rates that have continued to decline, …

PORTFOLIO INSIGHT

06.03.2015

The Australian sharemarket continued its solid start to the year in February, with the benchmark index rising each week for a total return of 6.9%. …

PORTFOLIO INSIGHT

12.02.2015

January was a tale of two halves, with the market declining early in the month before staging a remarkable recovery that extended into early February.…

PORTFOLIO INSIGHT

23.12.2014

The drivers of the Australian share market over the last two months have followed similar themes to that of the rest of 2014 – weaker commodity …

PORTFOLIO INSIGHT

17.11.2014

If one was to go away at the end of August and return two months later they could be forgiven for assuming that little had changed in equity markets. …

PORTFOLIO INSIGHT

06.10.2014

September reminded investors of the volatility that can be experienced in equity markets, and the shorter term influences that can sometimes impact …

PORTFOLIO INSIGHT

08.09.2014

Robust share price gains over FY14 meant that earnings expectations were fairly high leading into August’s reporting season. While some …

PORTFOLIO INSIGHT

11.08.2014

The Australian sharemarket started the financial year with a positive month, outpacing most global indices, although failing to match major Asian …

PORTFOLIO INSIGHT

01.07.2014

The key themes in the Australian market that were established in May extended into June, with the market continuing its recent run of tracking …

PORTFOLIO INSIGHT

01.06.2014

May was a month of consolidation for the Australian equity market, with the S&P/ASX 200 Accumulation Index inching higher over the course of the …

PORTFOLIO INSIGHT

01.05.2014

If anything, the low interest rate thematic that is providing support for global equities markets has been extended somewhat by the dovish tone …

PORTFOLIO INSIGHT

01.04.2014

The March quarter has seen mixed influences on equities from a macro perspective and at a stock-specific level. Macro news has generally been …

PORTFOLIO INSIGHT

01.03.2014

A challenge facing investors at present is whether the Australian equity market is overvalued. As we have noted previously, the concept of a 'market' …

PORTFOLIO INSIGHT

01.02.2014

Heading into reporting season we will defer commentary on individual stocks until next month post their results and instead provide comments on …

PORTFOLIO INSIGHT

01.12.2013

One of the most challenging aspects of a portfolio is to manage risk. Every holding represents a view on the outlook for that company, …

PORTFOLIO INSIGHT

01.11.2013

There is a sense the leadership in the equity market is rotating. The early stages of a maturing profile in yield stocks is emerging in the …

PORTFOLIO INSIGHT

01.10.2013

While individual investors remain attracted to dividend yield due to the fall in interest rates, there are increasing signals that this theme …

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