The political uncertainty of the presidential race over-shadowed the trend of improving US economic figures. The US economy grew a stronger-than-expected 2.9 per cent in the third quarter, according to Commerce Department data. Consumer spending, which accounts for about 70 per cent of US economic activity, rose more than expected... Show More

Fortescue reported a result that was worthy of a round of applause. The result was surprisingly strong right across the board, but what drove the strength and was most impressive, was the very material productivity improvements the company achieved. The company reduced production unit costs by over 40% over the... Show More

Julian Beaumont, Investment Director at Bennelong Australian Equity Partners, shares his views on Ramsay Health Care, why it is under appreciated by the market and how its offshore growth opportunities bode well for the business. http://www.bennelongfunds.com/insights/193/stock-story-ramsay-health-care-audio#.V5lGL_l96Uk Show More

Julian Beaumont, Investment Director at Bennelong Australian Equity Partners, talks about the transition occurring within the Australian economy, what this means for various sectors, and why his team likes the Star Entertainment Group. Listen here: http://www.bennelongfunds.com/insights/184/stock-story-the-star-entertainment#.V2iB7_l96Uk Show More

There's been a huge amount of material written on Brexit, most of which focusses on the future pros and cons of remaining in the EU. However, as the EU has now been in operation for some time, we believe voters will be more inclined to look in the mirror before... Show More

No comments.