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RESEARCH

Daily Rung

Daily Rung

A daily feed of market essentials

Friday 20th October, 2017

LOCAL: The Australian sharemarket crept higher on Thursday as large falls in the big miners almost outweighed gains in most other market sectors. The ASX ended the day 0.1% higher at 5,896. - Miners were hit hard with BHP down 2.2%, Rio Tinto was 2.5% lower and South32 also dropped 2.5% as metals …
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WEEKEND LADDER

WEEKEND LADDER

A summary of the week’s results

Week ending:
Friday 20th October, 2017

- Australian labour data and corporate surveys remain in an upward tone. - Property market participants have quite different objectives in mind. Residential is still dominated by investment and foreign buying. - The ECB is expected to shift its asset buying programme as it aims to spread positive …
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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 - September 2017

August’s reporting season has been the key focus for the domestic equity market over the last several weeks. Aggregate earnings growth for the market of approximately 20% was a strong rebound on the poor outcome of FY16. Notably, however, this was largely driven by a sharp profit recovery …
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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 October 2017

The current strength in global economic growth is expected to hold its pace into 2018. Encouraging signs of investment spending are fundamental to the outcome. Australia has lagged the cycle. Large infrastructure projects are proving to be the key to 2018, though tempered by the household sector …
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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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