NEWS & INSIGHTS
A deep dive into HelloFresh
Netflix’s latest results shocked the market. A growth darling suddenly stopped growing and was shedding subscribers. The stock tumbled ~40%...
WHEB Sustainable Impact Fund Portfolio & Investment Update
Associate Portfolio Manager Victoria MacLean provides a portfolio update and insights from the reporting season. CPD points applicable for Australian...
High Conviction Equities Fund Portfolio & Investment Update
Portfolio Manager James McDonald provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...
Diverging equity market outcomes
Two prevailing thematics impacted both global and domestic markets in the quarter, however important distinctions resulted in the diverging equity...
ESG ratings – a quick fix or a bodged job?
The dramatic growth in ESG and sustainable investing over the past few years is now well documented. What was once...
PIA announces another fully franked quarterly dividend
1.35c per share Fully franked at a tax rate of 30% 5.0% yield1 On a cash basis ...
Emerging Companies Fund Portfolio & Investment Update
Senior Portfolio Manager Ed Prendergast provides a portfolio update and insights from the reporting season. CPD points applicable for Australian...
Quality is key in an ‘oversold’ A-REIT sector
The sell-off in property has opened up some good buying opportunities in quality and alternate Australian Real Estate Investment Trusts...
Australian Equities Fund Portfolio & Investment Update
CIO & Portfolio Manager Rhett Kessler provides a portfolio update and insights from the reporting season. CPD points applicable for...