ASX:PAF

Bell Potter

In this report, our analysts share their sector view and top stock picks for 2018 across sectors including banks and general insurers, diversified financials, LICs, fixed income, agricultural FMCG, technology, discretionary retail, industrials, resources, and healthcare & biotech. Show More

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Peter Rae

In its latest Monthly Listed Managed Investments Update, Independent Investment Research looks at the performance of listed investment companies and listed investment trust for the 12 months to 30 September 2017 and found that LICs with an international focus were the best performers, with one LIC delivering a portfolio return... Show More

Independent Investment Research

Listed Investment Companies (LICs) have enjoyed somewhat of a renaissance ever since the Future of Financial Advice (FOFA) reforms levelled the playing field with unlisted trusts. In the last four years, 42 new LICs have been listed, bringing the total combined market capitalisation for all LICS to $31 billion at... Show More

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PM Capital

Late last month Australian online employment classifieds company Seek Limited announced it was in advanced discussions with majority owned Chinese compatriot Zhaopin regarding a potential privatisation at US$18 per American Deposit Shares (ADS). Typically, the receipt of a potential takeover offer is met with high fives amongst investors. However, in... Show More

PM Capital

The usual stock market mantra is that you sell on the rumour and buy on the fact. With a significant rally ensuing after Donald Trump’s surprise election win, is it the same here? Should you sell now that the new President has been inaugurated and the risks of a Trump... Show More

PM Capital

The reaction of the markets was instructive on the day of the election results. Once the outcome was known, Asian and European markets placed their bets and markets sold off. By the end of the following day’s US trading, they were proved to be 100% incorrect. So even with a... Show More

CommSec

Tom Piotrowski speaks with PM Capital Asian Opportunities Fund (PAF) Portfolio Manager , Kevin Bertoli about the impact of higher global interest rates on Asian markets and the outlook for Macau casino operators To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More

Bell Potter

Given that nearly 60% of the Listed Investment Companies (LICs) in our coverage have delivered strong outperformances over its benchmark over the last 10 year p.a. - we still see the compelling proposition a LIC presents in an investment portfolio. In our new LIC Quarterly, Analyst Nathan Umapathy profiles 42... Show More

PM Capital

Given the external shock created by Brexit and the initial impact on our UK and European Investments, our CIO Paul Moore provides a further update on Brexit and the global markets in our June quarterly video update. "So clearly with Brexit it is a more difficult environment; uncertainty has increased.... Show More