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RESEARCH

Daily Rung

Daily Rung

A daily feed of market essentials

Thursday 18th July, 2019

U.S.: Major U.S. stock indexes fell on Wednesday as weak results from CSX stoked concerns that the protracted trade war between the United States and China could hurt corporate earnings. The Dow Jones Industrial Average fell 116 points or 0.4 per cent while the S&P 500 index lost 20 points or 0.…
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WEEKEND LADDER

WEEKEND LADDER

A summary of the week’s results

Week ending:
Friday 12th July, 2019

• Manufacturing has been slowing globally in 2019, while diverging inflation expectations from consumers and economists is problematic for central banks. • The domestic economy’s link with China has long been a positive, although is still subject to changes in momentum, as …
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IN CONVERSATION

IN CONVERSATION

Broadcast of periodic market insights

Platinum Asset Management - June 2019

Escala Partners Investment Advisor Ben Potter discusses current markets risks with Platinum Asset Management's Douglas Isles.
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ESCALATOR

ESCALATOR

Bespoke market insights from our CIO

Australian Small Cap Equities Update

- The domestic small cap universe is more diversified than large caps, which are dominated by resources and financials. - Small cap valuations, particularly in industrials, are currently relatively elevated, a function of a more promising outlook and the premium attached to growth. The forward P/E …
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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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