Is the US Yield Curve signaling a future recession? By Michael Knox 25 June 2018, 10:58 AM The difference between US 10 year bond yields and US 90 Day Treasury Bill yields has fallen below 100 basis points. Read more...
Podcast: Why the Euro is near its low By Michael Knox 22 June 2018, 3:31 PM I discuss different kinds of demand for the US dollar: investment demand, precautionary demand and transactions demand. Read more...
Senex Energy – one of our preferred sector exposures By Adrian Prendergast 22 June 2018, 11:40 AM Infrastructure deal de-risks Project Atlas Read more...
Telstra Corporation – Investor Day By Nick Harris 21 June 2018, 10:16 AM Is FY19 rock bottom? Read more...
Technical update 19 June 2018 By Violeta Todorova 19 June 2018, 11:04 AM Pendal Group, CML Group, Bank of Queensland, Otto Energy and Catapult Group International Read more...
Making the most of uncertainty By Andrew Tang 18 June 2018, 11:00 AM Our Research Team have identified a number of buying opportunities in a directionless market Read more...
Podcast: Fed says it is four rate hikes not three By Michael Knox 18 June 2018, 10:05 AM We have said previously there will be four rate hikes because growth was so strong, the Fed now thinks we were right. Read more...
Technical update: 12 June 2018 By Violeta Todorova 12 June 2018, 9:58 AM Boral, Bubs, Apollo Tourism & Leisure, Nanosonics and Cleanaway Waste Management Read more...
Zip Co: AGM and capital raising By Richard Coles 03 December 2019, 12:00 AM Zip Co (ASX:Z1P) has announced a A$60m capital raising in conjunction with its AGM. While we are supportive of Z1P's growth plans, the current capital raising does add to significant dilution throughout CY19 which needs to be justified by execution. Read more...