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RESEARCH

Daily Rung

Daily Rung

A daily feed of market essentials

Wednesday 18th July, 2018

LOCAL: Investors remained cautious on the Australian share market on Tuesday as shares fell for a second day in a row, led lower by energy and resource stocks. The S&P/ASX 200 fell 38 points or 0.6 percent, as crude oil and base metal losses weighed on the index. Reports on Monday that …
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WEEKEND LADDER

WEEKEND LADDER

A summary of the week’s results

Week ending:
Friday 13th July, 2018

- The US budget shows the impact of lower revenue and higher spending. US bond yields are balanced between demand for stable assets at a time of uncertainty and the supply of bonds in coming years. - Trade tariffs are now proposed to a level where economic trends will be affected, be it in growth …
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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

Tech stocks benefit from a shift in investment trends

Giselle Roux of ­Escala Partners writes for the AFR 19 March 2018
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Portfolio In/Sight

Portfolio In/Sight

A monthly portfolio report

Portfolio Guide - June 2018

After a strong rebound off its intra-year low through April (including a run of six positive weeks), the Australian equity market has since consolidated and is now broadly flat for the calendar year.
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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 2018

In this edition of our Asset Allocation we will focus on the determinants of valuation within each asset class.
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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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