The Australian share market looks 20% undervalued on a price/book basis and value is opening up across a number of sectors and stocks - notwithstanding concerns around global growth, Chinese growth and the oil price. Consensus earnings per share (EPS) growth is suggesting a mid-single digit decline in 2016. However,... Show More
2015 was a forgettable year for investors. Returns across most major asset classes were flat, with the exception of a few significantly negative ones. These paltry returns were not a surprise — we had expected 2015 to be a rebalancing year as global markets came to terms with the destabilising... Show More
Our Analyst Lafitani Sotiriou discusses the outlook for Diversified Financials and provides his top stocks. Watch the video here &feature=youtu.be Show More
Our Analyst Sam Byrnes discusses the outlook for Industrials and provides his top 3 stocks. Watch the video here: &feature=youtu.be Show More
Our Banks and Insurance Analyst TS Lim discusses the outlook for the Financials sector and provides his top stocks. Watch the video here: Show More
The year 2016 looks like being a battle between greed and fear with regards to Australian dollar corporate bonds’ performance. Greed will be driven by investors increasingly frustrated by falling deposit yields. Fear looks most likely to come from abroad, namely, prevailing low commodity prices causing rising defaults in the... Show More
The first two weeks of 2016 has been the worst calendar year start for equity markets in decades. The Australian share market has retreated by 10% in just two weeks and taken its price fall to 18% since March last year. Therefore it is important to investigate whether the equity... Show More
Our Senior Analyst John O'Shea discusses the outlook and provides his top three picks for 2016. Watch the video here: Show More
Our Senior Industrials Analyst Jonathan Snape discusses the outlook and provides his top picks for 2016. Watch the video here: Show More
Our Healhcare Analyst John Hester discusses the outlook and provides his top picks for 2016. Watch the video here: &feature=youtu.be Show More
The markets are in for a big surprise as they do not seem to grasp just how determined the US Federal Reserve is to increase interest rates, says Saxo Chief Economist Steen Jacobsen. He looks at what to expect as the Fed embarks on its first rate hiking cycle in... Show More
We enter 2016 with a continued neutral stance with regard to growth versus defensive assets overall. With the global equity bull market maturing and entering its 8th year, risks appear evenly balanced. On the one hand, the rally remains underwritten by central bank support if need be, due to low... Show More
