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RESEARCH

Daily Rung

Daily Rung

A daily feed of market essentials

Tuesday 19th December, 2017

LOCAL: The Australian share market finished near session highs on Monday, helped by strength in commodity names and buyback news from ANZ. The S&P ASX 200 climbed 0.7% to 6,039 points, a five and a half week closing high. Meanwhile, the Australian dollar has crept higher against its US …
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WEEKEND LADDER

WEEKEND LADDER

A summary of the week’s results

Week ending:
Friday 15th December, 2017

- Australian employment growth brings relief and sets up for a modestly better balance into 2018. - This will not necessarily translate into a wage rise given the increase in the population. - Global growth remains upbeat into 2018. No evidence of any threat, bar overheating! - The UK is captive …
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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 - November 2017

After tracking sideways for several months in a row, the Australian sharemarket recorded solid gains in October, leading to best its month for the calendar year. The recent performance has seen the benchmark ASX 200 Index break out of the narrow trading range of recent months and towards the 6,000 …
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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 2017

For the moment, we remain positive on equity allocations, though there are signs that we are at the mature end of a bull market. The elevated level of global economic activity, as measured by the PMI (Purchasing Managers' Index) across the globe indicates that the business cycle has some way to run.…
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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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