Desktop
iPad
Mobile

RESEARCH

Daily Rung

Daily Rung

A daily feed of market essentials

Friday 22nd March, 2019

US: A day after the Fed's monetary policy meeting, a more dovish outlook from the central bank helped to lift equities higher. The benchmark S&P 500 advanced 1.1% to 2,855. - Technology stocks led the way as the Nasdaq gained 1.4%. Apple jumped more than 4%, with the company expected to …
Read More

WEEKEND LADDER

WEEKEND LADDER

A summary of the week’s results

Week ending:
Friday 22nd March, 2019

- Optionality on using debt to bolster growth has been diminished by the rise in aggregate leverage. Higher gearing can make sense if it does result in a growth dividend and often comes with disciplined oversight from the buyers of the debt.
Read More

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 …
Read More

ESCALATOR

ESCALATOR

Bespoke market insights from our CIO

Australian Equities 1H19 Reporting Season Wrap

- The Australian equity market outperformed global markets over February’s reporting season, although this was likely driven by other factors other than results, such as commodity prices and the Royal Commission outcome. - Reported earnings were broadly in line with expectations which were …
Read More

Portfolio In/Sight

Portfolio In/Sight

A monthly portfolio report

Portfolio Guide - February 2019

The 2019 calendar year has started on a positive note, with global equity markets beginning to claw back some of the steep losses incurred in the final few months of 2018. As equities bottomed just prior to Christmas, valuations were starting to look relatively attractive given the combination of …
Read More

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 …
Read More

ASSET ALLOCATION

ASSET ALLOCATION

A quarterly summary of finances

Asset Allocation January 2019

Economic growth is slowing in all key regions, with the first quarter of 2019 likely to be particularly soft (US shutdown, Brexit, China pre-stimulus, post tariffs). A positive aspect is that household income is stable to growing, as employment conditions are supportive, in part determined by the …
Read More

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 …
Read More

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).
Read More

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.
Read More

LOGIN