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RESEARCH

Daily Rung

Daily Rung

A daily feed of market essentials

Thursday 23rd May, 2019

U.S.: U.S. stocks fell for the third time in four sessions Wednesday, dragged down by makers of semiconductors after a U.S. federal judge ruled that Qualcomm illegally suppressed competition for cellphone chips. Shifts in U.S.-China trade relations have swung stocks in both directions in recent …
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WEEKEND LADDER

WEEKEND LADDER

A summary of the week’s results

Week ending:
Friday 17th May, 2019

Eco Blog - It is tariffs that are still centre stage. Aside from the uncertainty that this has created, the impact on pricing can be estimated based on the previous round. - Households appear to have a grip on their financial situation. In the US, debt growth has been restrained to half its …
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IN CONVERSATION

IN CONVERSATION

Broadcast of periodic market insights

Asset Allocation April 2019

With the release of the Escala Partners Asset Allocation document Ben Potter sits down with Chief Investment Officer Giselle Roux to discuss the teams current thinking.
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ESCALATOR

ESCALATOR

Bespoke market insights from our CIO

Australian Equities 1H19 Reporting Season Wrap

- The Australian equity market outperformed global markets over February’s reporting season, although this was likely driven by other factors other than results, such as commodity prices and the Royal Commission outcome. - Reported earnings were broadly in line with expectations which were …
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Portfolio In/Sight

Portfolio In/Sight

A monthly portfolio report

Portfolio Guide - April 2019

Despite limited gains in equity markets in March, the first quarter is shaping up as the strongest in some time thanks to the first two months of the year. The key catalyst for the recovery after the declines in the final quarter of 2018 has been a marked change in the outlook by central banks, led …
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FIXED INCOME

FIXED INCOME

Anchor your portfolio with Income
and Stability

Drivers of Performance in the Australian Listed Debt Market

The capital structure of a company can be defined as various sources of funding to finance a company’s balance sheet. Companies issue bonds across the capital structure enabling investment for investors that have different risk profiles and return objectives; the lower down the capital …
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ASSET ALLOCATION

ASSET ALLOCATION

A quarterly summary of finances

Asset Allocation April 2019

Weakening global growth and downward revision to corporate earnings have not stood in the way of a first quarter equity market rally as central banks turned dovish. Consensus is that economic momentum will remain sluggish, potentially flirting with recession by 2020. We believe it is possible that …
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FUND MANAGER PROFILE

FUND REVIEW

Profiling the best of fund management

Funds in Focus - February 2017

This edition summarises the case for Kapstream in fixed income, IML Concentrated SMA in domestic equities and provides a snapshot of our recommended unlisted property funds. Kapstream Absolute Return Fund The lift in bond yields has been very topical within fixed income markets over the last few …
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SMAs

SMAs

Separately Managed Accounts

Martin Currie - Income Model Portfolio

Martin Currie aim to provide an annual franked income of more than 25% in excess of the S&P/ASX 200 Index yield before fees and after taxes. The Trust also aims to provide long term growth in its income stream in excess of the rate of inflation (as measured by the Consumer Price Index).
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EXTERNAL VIEW

EXTERNAL VIEW

3rd party market analysis

IML - Anton Tagliaferro on Switzer TV

We are pleased to share Anton's recent appearance on Switzer TV as he gives an update on reporting season and his thoughts on a few results.
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