Mathan Somasundaram

Market fell on the open with uncertain central bank outlook before trading sideways and choppy for the rest of the day. US job data tonight will be key catalyst short term. We remain of the view that we should see some economic weakness into the election while US Fed will... Show More

Livewire Equities

Small caps likely to be a focus of increased M&A activity ...we believe M&A will increasingly play a role in the Australian equity market over the next year or two (particularly small caps) given: constrained top-line growth; cheap debt funding; and asset recycling well under way in most private equity houses.... Show More