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RESEARCH

Daily Rung

Daily Rung

A daily feed of market essentials

Thursday 21st November, 2019

US: US stocks fell on Wednesday on the news a trade deal may not be completed by the end of this year as China seeks more extensive tariff rollbacks. The S&P 500 fell by 0.4% to 3,108.46 whilst the Dow Jones slid by 0.4% to 27,821.09 and the Nasdaq closed the session down 0.51% at 8,526.73. On …
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WEEKEND LADDER

WEEKEND LADDER

A summary of the week’s results

Week ending:
Friday 8th November, 2019

• Retail sales were soft in September with weakening volumes. Monetary stimulus and tax cuts are yet to have the desired effect. • The message from the RBA’s Statement on Monetary Policy was one of patience as we pass through a “trough of pessimism”.
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IN CONVERSATION

IN CONVERSATION

Broadcast of periodic market insights

Australian Reporting Season Wrap with Martin Currie - September 2019

Escala's Investment Analyst, David Bruty, sits down with Martin Currie's CIO and Portfolio Manager, Reece Birtles, to discuss observations from the most recent Australian reporting season.
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ESCALATOR

ESCALATOR

Bespoke market insights from our CIO

Environmental, Social and Governance (ESG) – from the sidelines to the spotlight

Since we issued our primer on ESG two years ago there has been a substantial increase in the literature, emphasis and debate on ESG. Most pertinently the discussion is about ‘how’ rather than ‘if’. In this note we have updated the report and added new considerations, …
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Portfolio In/Sight

Portfolio In/Sight

A monthly portfolio report

Portfolio Guide - June 2019

The Australian equity market has continued to rise over the last couple of months, reaching multi-year highs despite some larger drawdowns experienced in international stockmarkets, with a number of domestic factors leading to this divergence. The surprise federal election result was a factor, …
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FIXED INCOME

FIXED INCOME

Anchor your portfolio with Income
and Stability

Hedging in a global fixed income fund

There are a large number of fixed income funds available to Australian investors. While some of these funds only invest in the domestic bond market, many allocate a portion of their investments to the international markets. This may typically range between 10-40% of the fund. Others are purely …
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ASSET ALLOCATION

ASSET ALLOCATION

A quarterly summary of finances

Asset Allocation October 2019

In this quarterly report we have reviewed aspects in financial markets that are, in our opinion, unique to the cycle and those that are the same as historical patterns. • Economic growth is expected to remain sluggish for the time being but we are of the view a widespread recession is …
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FUND MANAGER PROFILE

FUND REVIEW

Profiling the best of fund management

Australian Small Cap Equities

Investing in small capitalisation (small cap) equities can be an attractive way to diversify an Australian equities portfolio. As we illustrate in this report, the sector exposure is broader, they typically have a much lower broker research coverage and often have the capacity for a sustained level …
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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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