Is there more in store for investors in 2018?

BT Investment Management

BT Investment Management’s Crispin Murray, Vimal Gor, Peter Davidson and Ashley Pittard provide a summary of the key drivers of investment markets in 2017 and share their thoughts on the prospects for each asset class in 2018. Show More

Themes and stocks from the WAM Funds’ portfolios

Patrick Poke

At today’s WAM Funds presentation, Chief Investment Officer, Chris Stott, shared some of the key themes and holdings from their current portfolio. He covers their views on the Australian economy, mining services, and retail. He also discusses a company that hadn’t received a visit from an analyst in two years. Show More

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Wilson Asset Management weekly: Mineral Resources and Boom Logistics

Chris Stott

The S&P/ASX All Ordinaries Accumulation Index closed up 0.4% for the week. The resources and mining services sectors continue to drive the market higher. Show More


See what The CEO's thought of the Trump Tax Cuts, Construction and the Domestic Economy this week

NAOS Asset Management

"China is very much like the '60s and '70s in America, when it had a can-do attitude and there was a lot of money going into investments and they led the world in many industries" Kerr Neilson, CEO, Platinum Asset Management Show More


CEO Insights from Ian Narev, John Borghetti and Nick Scali

NAOS Asset Management

“It’s in their [The Telco’s] interest to just flick people to the low speed plans as the lower access charge makes a higher margin for them” Nicholas Demos, CEO, MyRepublic. Below are quotes from the week which in our view detail some of the most important and prominent industry trends... Show More

Here's what we learned from leading CEOs this week

NAOS Asset Management

“I used to say Australia was geographically challenged, now I think it is geographically privileged because it is only one sector away from the biggest population in the world which is transforming so much. We are about to see on steroids what we saw in the early '80s with the... Show More


Flying Low: Overcapacity in the Asian airline sector

Chad Slater

Want to make a small fortune? Start with a large one and invest in an airline. There are no shortages of jokes about the remarkable ability of the sector to destroy shareholder value. Even the great man himself (Warren Buffet), managed to lose money in airlines with his investment into... Show More

Virgin Australia Full Year Result - VAH offers no earnings guidance but expects positive momentum to continue


Virgin Australia (VAH) has reported a full year loss of $224.7m, a widening of the $93.8m loss reported a year earlier. Restructuring charges and impairments were a feature of the result as the carrier implemented its efficiency programs For more Reporting Season coverage, please visit Show More

The beneficiaries of low oil prices


While there are many sections of the economy which are hopeful for a rebound in oil prices, companies where fuel costs make up a significant proportion of expenses are experiencing a strong growth in earnings in a low oil environment. The airline sector has been a clear beneficiary of the... Show More


A new angle on the tourism theme

Bennelong Funds Management

Jeremy Bendeich, Chief Investment Officer and Portfolio Manager of Avoca says: "We see good potential for inbound tourism plays as the Australian dollar falls. However, finding quality plays at reasonable prices is difficult. Much of Australia’s tourism infrastructure is cum-capex. Also, most of Australia’s unique and protected tourism assets –... Show More