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RESEARCH

Daily Rung

Daily Rung

A daily feed of market essentials

Wednesday 14th November, 2018

LOCAL: The ASX200 closed 1.8% lower on Tuesday in a volatile session during which most sectors suffered. Information Technology was the worst performing sector with a fall of 2.63%. Utilities managed to end the day 0.45% higher. Today, Australian shares are set to open 2 points or 0.03% higher …
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WEEKEND LADDER

WEEKEND LADDER

A summary of the week’s results

Week ending:
Friday 9th November, 2018

- The long-awaited improvement in US wages appears to be being realised. That would compensate for rising mortgage costs, potentially increase consumption into 2019 and provide some upside to the expected slowdown in GDP growth. - With the AUD judged to be slightly below fair value, the currency …
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IN CONVERSATION

IN CONVERSATION

Broadcast of periodic market insights

In Conversation - Episode 1

Welcome to In Conversation, Escala's new periodic global investment market update featuring insights from our Chief Investment Officer Team and selected fund manager partners. In Episode 1, Scott Carmichael talks to Giselle Roux, Escala Chief Investment Officer about current market …
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ESCALATOR

ESCALATOR

Bespoke market insights from our CIO

The Value of Excess Franking Credits

- Next year’s Federal Election is already impacting the capital management decisions of ASX-listed companies, particularly those with large franking credit balances. Labor’s policy of ceasing the refund of excess franking credits to shareholders would make these less valuable in the …
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Portfolio In/Sight

Portfolio In/Sight

A monthly portfolio report

Portfolio Guide - September 2018

The Australian market continued to edge higher through August’s reporting season notwithstanding the factors at play over the last couple of months – geopolitical, interest rates, currencies and commodity prices.
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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 October 2018

Balance sheet and related metrics were out of the spotlight as central banks provided certainty on low interest rates. Rates are now rising, central bank balance sheets are tightening and, in many cases (including Australia), lending attitudes and structures are changing. In this edition, we have …
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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

WCM - Quality Global Growth Portfolio

WCM is an independent asset management firm in Laguna Beach, California. They invest in quality growth businesses with high returns on invested capital, superior growth prospects and low or no debt.
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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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