Adrian Lemme

Australian house prices are falling. Credit availability is tightening. US mortgage rates are rising. These and other factors have put building materials stocks under pressure. In this paper we assess value across the building materials sector given our assessment of “mid-cycle” housing starts and take a view on where we... Show More

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James Gerrish

The local market faced plenty of negative influences today and despite being down more than 1%, its fair to say it held up reasonably well in the face of plenty of pressure. A poor USleadwhich saw the three major indexes each finish more than -2% lower on the session had... Show More

Colonial First State Global Asset Management

Alternative managers are continuing to see increased interest from traditionally conservative clients and it seems infrastructure is the hottest ticket in town. With President Trump’s (still unannounced) plans to drive over $1trn of infrastructure investment in the US, China pledging over US$100bn in investment for “One Belt One Road”, Blackstone... Show More

Mathan Somasundaram

Local market closed lower as market worry on global trade kicked in after G20 did not back free trade. US Fed speeches later this week will be looked upon to set the tone for global markets…Yellen speaking as well. US leadership clears the way for trade tariffs at G20 while... Show More

Investors Mutual

The recent Brexit vote has sparked significant weakness in financial markets around the world, and while it is undoubtedly an important economic and political event for the UK, in reality, the underlying fundamentals of the vast majority of Australian companies are unchanged. Most ASX-listed companies are not directly exposed to... Show More