Suncorp Group: A better direction being painted By Richard Coles 09 August 2019, 6:15 PM While SUN is going through a transition phase this year, we ultimately think steps to refocus and de-risk the business will drive a re-rating over time. Read more...
Insurance/Diversified Financials: Mark-to-market By Richard Coles 23 July 2019, 4:40 PM We see more downside risks than upside risks heading into reporting season, with the exception largely being the health insurers. Read more...
Magellan Financial Group: Solid FUM performance By Scott Murdoch 09 January 2019, 1:47 PM Performing through the volatility Read more...
Challenger 1H17 results By Richard Coles 15 February 2017, 10:51 AM Plenty of good, but a lot priced in Read more...
Macquarie Group By Scott Murdoch 12 May 2014, 10:17 AM Key points from the presentation by Chief Financial Officer Patrick Upfold Read more...