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Bell Potter Analyst Outlook & Top Stock Picks for 2018

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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LIC Outlook for 2018 – Nathan Umapathy

Bell Potter

The Listed Investment Company (LIC) sector has been one of the great success stories of the Australian Securities Exchange (ASX) in recent years. LICs have been trading on the ASX for nearly 100 years, but it is only of late that a broader range of investors have capitalised on the... Show More

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Executive Series: PM Capital Asian Opportunities Fund (PAF) Portfolio Manager Kevin Bertoli

CommSec

In this short video, CommSec's Tom Piotrowski speaks with PM Capital Asian Opportunities Fund (PAF) Portfolio Manager, Kevin Bertoli about valuations, Asia’s contribution to global GDP and sectors poised for growth in China. Show More

International LICs Performing Strongly

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

Executive Series - PM Capital Asian Opportunities Fund Portfolio Manager, Kevin Bertoli

CommSec

CommSec's Tom Piotrowski speaks with PM Capital Asian Opportunities Fund (PAF) Portfolio Manager, Kevin Bertoli about the strong start to the year for Asian equity markets, the outlook for the Chinese economy and the fund’s areas of focus. Show More

How to identify outstanding LICs

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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Is the US-market due for another rally?

Livewire Exclusive

Paul Moore, Chief Investment Officer at PM Capital has enjoyed a stellar run investing in cyclical stocks that surged ahead since Trump's election victory. In the video below, he explains the drivers of the reflation trade, and whether the market has room left to run. Show More

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Why Seek’s potential privatisation of Zhaopin isn’t sparking high fives all round

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

Why sitting still can be the most positive thing you can do.

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

Fundamentals will always ‘trump’ fear – Paul Moore

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

Executive Series - PM Capital Asian Opportunities Fund (PAF) Portfolio Manager, Kevin Bertoli

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 LIC report: September Quarter

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

Trump and the US election: play the ball not the man

PM Capital

Donald Trump has sprung an upset and markets in the short term did not react well to the uncertainty this result will undoubtedly bring. When I say the short term, I mean the very short term – a few hours, to be more explicit. Show More

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It is critical that one looks forward and not backwards when assessing risk reward | Paul Moore

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

Misconceptions about investing in Asia

PM Capital

Kevin Bertoli, Portfolio Manager at PM CAPITAL, says there are a number of widely held misconceptions about investing into Asia. Firstly, he says there tends to be a generalized view that ‘Asia is China’. “Obviously China is going to have the biggest impact on us as investors given the structure... Show More

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Investing in Asia for the next decade of growth

PM Capital

Following the euphoria of the Chinese A shares market in 2015 Asian markets have now fallen around 25%. Kevin Bertoli from PM CAPITAL says that markets are now starting to factor in the transition away from fixed asset investment towards a consumption led economy. “If you look at the valuation... Show More

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Executive Series - PM Capital Asian Opportunities Fund (PAF) Portfolio Manager, Kevin Bertoli

CommSec

CommSec’s Tom Piotrowski speaks with PM Capital Asian Opportunities Fund (PAF) Portfolio Manager, Kevin Bertoli about the investment landscape in China To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More

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Accessing structural growth in Asia

PM Capital

Kevin Bertoli, Portfolio Manager at PM CAPITAL, says that on a long-term view Asia remains the most attractive region for growth. "When I think about the area of growth globally I still think the area of growth is going to be in Asia. Places like Europe and the U.S. will... Show More

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Investing principles for all market conditions

PM Capital

Paul Moore, Founder and Chief Investment Officer, of PM CAPITAL believes that in order to consistently deliver outstanding returns you need to be doing something different from the crowd. For over 30 years PM CAPITAL has used the same three guiding principles to help build a unique investment track record.... Show More