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RESEARCH

Daily Rung

Daily Rung

A daily feed of market essentials

Monday 21st August, 2017

Local: After a week driven strongly by local company earnings, with the likes of Telstra dragging the index down and Cochlear pushing it up, the ASX finished the week marginally higher. - The benchmark S&P/ASX 200 Index finished the week up 0.9% higher. A total of 73 companies have so far …
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WEEKEND LADDER

WEEKEND LADDER

A summary of the week’s results

Week ending:
Friday 18th August, 2017

- Increasingly, the probability is that Australian economic conditions are similar to the low growth of the developed world. Investment markets still need to fully adapt. - China is back on the radar with the US flagging an overview of trade. This comes at a time China has moved back to top slot as …
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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

Superannuation uncertainty; The proposed superannuation changes

Yesterday the Government released a number of proposed changes to their initial superannuation reforms that were announced on budget night this year.
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Portfolio In/Sight

Portfolio In/Sight

A monthly portfolio report

Portfolio Guide - August 2017

The Australian sharemarket has traded within a tight range over the last two months, with broad macroeconomic drivers relatively mixed, including currency, bond yields and commodity prices. Over this time, the domestic market has underperformed many of its developed counterparts. The strength of …
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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 July 2017

Global economic momentum has improved at a steady pace through 2017 driven by better than expected growth in Europe and a recovery in trade. Employment growth is underpinning consumer spending, while corporate profitability has enjoyed a widespread rise given the recovery in commodity prices, …
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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

IML - Australian Share Fund

Investors Mutual is a value manager. The portfolios focus on quality companies with a defensive bias, and are thus likely to be underweight the mining and energy sectors.
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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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