News

A Time For Optimism

August 2020 Newsletter | The COVID-19 pandemic has provided many companies with complex problems to solve, created unparalleled levels of uncertainty in financial markets and made forecasting or interpreting financial results difficult to say the ... Read more

Is Retail Facing A Fiscal Cliff Or A Speedbump?

July 2020 Newsletter | Australian retailers have overcome a number of hurdles in recent years, from challenging macroeconomic conditions and a slowing housing market to the trend towards e-commerce and, more recently, the impact from COVID-19. ... Read more

Is It Time To Invest In The Great Australian Dream?

June 2020 Newsletter | COVID-19 has posed an incredible challenge to the Australian economy. However the response from government and the Reserve Bank of Australia has been unprecedented, in terms of its scale and speed. In the early months of ... Read more

Will Anything Drive A Turnaround In Car Sales?

May 2020 Newsletter | COVID-19 has materially impacted the way we conduct our lives. Some of the changes to our way of life will be temporary, some may be permanent, and some may simply accelerate trends that were already in place prior to the ... Read more

Real Estate Ructions

April 2020 Newsletter | COVID-19 has led to significant falls in global equity markets, with the ASX 200 dropping 37% off its February high on a peak to trough basis. Sectors with relatively defensive earnings streams (Healthcare, Consumer Staples ... Read more

Coronavirus Crisis

March 2020 Newsletter | In the four weeks since the 21st of February the ASX200 has declined from 7197 to a low of 4402 on the 23rd of March. And there is no telling whether and by how much it might continue to fall. The question from here is what to ... Read more

Should You Buy The Amex Card Or The Stock?

February 2020 Newsletter | Far more people have the Amex card than shares in the parent, and while owning the card has its rewards, we suspect owning shares in the company over the long term has been the more rewarding experience   ... Read more