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RESEARCH

Daily Rung

Daily Rung

A daily feed of market essentials

Monday 24th April, 2017

LOCAL: The ASX 200 ended the day up 0.6% to 5,854 after iron ore prices climbed and the US-led reflation trade returned to markets. - TPG plunged 11% as it returned from a capital raising while Telstra (TLS) added 1.7% and Vocus (VOC) gained 2.8%. - Iluka Resources (ILU) …
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WEEKEND LADDER

WEEKEND LADDER

A summary of the week’s results

Week ending:
Friday 21st April, 2017

- The RBA Minutes for April conveyed a message that the central bank will give time to see the results of the latest macroprudential measures that are designed to take some of the heat out of the housing market. - Political risks have returned in the last few weeks, and are likely to remain in the …
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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 - April 2017

Australian equities have continued to advance over the last couple of months, completing a sharp turnaround since early 2016. While the market has generated strong returns over the last year, returns are broadly flat over two years, with 2015 proving to be the final leg in the multi-year resources-…
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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 April 2017

In this quarterly report we will present the ‘central case’, that is, the assessment of economic fundamentals which underpin our recommended asset allocation. In the current climate, however, the degree of confidence in this case is not as high as we would like. We highlight these &…
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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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