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RESEARCH

Daily Rung

Daily Rung

A daily feed of market essentials

Wednesday 23rd January, 2019

US:  US stocks fell on Tuesday, the first trading day of the week, as weak data out of China and lower global growth estimates from the International Monetary Fund renewed fears of the global economy slowing down. The Dow Jones Industrial Average dropped 302 points, led by losses in Goldman …
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WEEKEND LADDER

WEEKEND LADDER

A summary of the week’s results

Week ending:
Friday 18th January, 2019

- Simplistic assessments of risks to the Australian economy are likely to be misleading. We view the services component of our exports to China as more important than commodity prices. Similarly, the housing sector is not all down and out; first home buyers are peeping through the window.
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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

Constructing an ASX 20 Portfolio

- Australian large cap portfolios typically have a high concentration to ASX 20 stocks, which over the long term have produced solid returns, but more recently have been challenged. - We have assessed the various sectors of the ASX 20 to provide our current recommendations within this group that …
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Portfolio In/Sight

Portfolio In/Sight

A monthly portfolio report

Portfolio Guide - November 2018

The Australian equity market has not escaped the negative sentiment that has driven global equities lower over the last two months. After a reasonable reporting season through August, global macroeconomic factors have been the primary driver of investment returns, generally overshadowing company-…
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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 December 2018

In this asset allocation report we provide a brief summation to three issues: Long term, big picture, impacts on asset classes, a response to the reasonable critique that investors are too reactive to short term news. What would make each asset class the best pick now, with reality check and …
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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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