Catherine Allfrey

As we look forward into 2019, conditions for equity investors remain mixed. Global growth has been slowing with rising US interest rates, trade wars and Brexit. Whilst domestically the economy has performed better than expected this year, the tightening in lending standards is impacting the indebted consumer and house prices... Show More

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Livewire Exclusive

After a chance meeting with legendary stock picker, David Paradice, today’s guest, Kevin Beck, joined Paradice Investment Management to head up their successful Global Small Mid Cap Fund in 2010. Shunning the traditional labels of ‘value’ and ‘growth’, their approach follows the ‘Growth at a Reasonable Price’ philosophy that draws... Show More

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Mathan Somasundaram

Local market opened positive on better commodities and currency before pulling back to finish flat. Commodities drove market higher while banks gave up initial optimism. The best performing sectors were Staples, Utilities and Miners while the worst performers were Gold, IT and Property Trust. On the stocks….(1) MTS > sales... Show More

UBS Asset Management

Below we discuss 3 high conviction undervalued opportunities which we believe are fairly unique holdings particularly together in the same portfolio. All are cheap according to our conservative, sensitivity tested and mid-cycle anchored DCF. In addition, we believe fundamental industry economic risks are to the upside. Show More