The Bureau of Meteorology has moved to an ‘El Niño watch’, which means the likelihood of it this year is around double the average at 50%. Our analysis of past El Niño events demonstrates Elders, Graincorp, Nufarm, and RuralCo are the most susceptible to share price underperformance, and that Websters... Show More
Food as an investment theme has received significant publicity over the past two years, and a number of ASX listed food companies have performed extremely well. Despite being a crowded trade, most would agree the industry represents a significant opportunity. The thematic enjoys long-term structural drivers of growth including a)... Show More