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RESEARCH

Daily Rung

Daily Rung

A daily feed of market essentials

Friday 20th September, 2019

U.S.: Wall Street ended mixed on Thursday, as the S&P 500 came within less than 1% below its closing record high hit in July as investors became more optimistic about the resumption of talks between the United States and China aimed at laying the groundwork for high-level trade negotiations in …
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WEEKEND LADDER

WEEKEND LADDER

A summary of the week’s results

Week ending:
Friday 20th September, 2019

• With most of the financial world focused on the reaction to the US and European central banks, the trend in China economic growth lies under the radar. Rejigging credit growth is a key element.
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IN CONVERSATION

IN CONVERSATION

Broadcast of periodic market insights

Asset Allocation July 2019

Escala Partners Investment Advisor Stuart Kay discusses the recent Escala Asset Allocation document with Chief Investment Officer Giselle Roux.
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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

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 July 2019

A falling rate of business investment points to slower economic growth into 2020. Fiscal policy and a degree of reversion from weak data may imply growth is to resume, but we are of the view it will be short-lived. Domestic demand is expected to be the primary determinant of growth as the prolonged …
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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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