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RESEARCH

Daily Rung

Daily Rung

A daily feed of market essentials

Friday 26th May, 2017

LOCAL: Australian stocks gained ground in a choppy session on Thursday as banks and miners rallied through the session to lift the index late in the day. At the close the S&P/ASX 200 was 0.4% higher at 5789.6 points. Woodside Petroleum lifted 1.5% to $33.76 as global oil prices hold their nerve …
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WEEKEND LADDER

WEEKEND LADDER

A summary of the week’s results

Week ending:
Friday 19th May, 2017

- Understanding the measuring of inflation is as important as the headline number. This coming week may illuminate whether the Fed has any concerns on the persistence of the low CPI in the US or whether it attributes that to cyclical and structural issues. - The Australian labour market sends two …
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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 - May 2017

Along with most other regions, the Australian sharemarket has tracked sideways over the last month, however there has been numerous drivers of returns in this time frame. The global geopolitical environment has continued to be a key focus for investors. In the middle of the month, rising tensions …
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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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