australian equities

With the economy chugging along nicely, and equity markets grinding higher, it’s been pretty smooth sailing for investors in recent years. But there’s one important...

With so much discussion about the maturity of the current bull market, it would be easy to assume that corporate balance sheets have fallen into the same state of...

A key aspect of our philosophy is that “every company has a price”. This leads to us looking across the entire market for investment opportunities. In that process...

Timing is everything. This fact of life is true with just about every decision we make. Many investors believe timing the market is everything. Selling out of equities...

All major value equity indices show that the last five years, and in particular the last 12 months, have been a challenge for value as a style. If we look at any...

When it comes to Australia, our view within the equities team is one of cautious optimism. What many investors don’t know is that Australia’s economy is heavily...

Given the recent negative report published on Credit Corp (ASX: CCP) please find following a note we recently wrote on Collection House (ASX: CLH), their biggest...

With the Socceroos carrying the hopes of a nation into the tournament, the Australian equities team at Aberdeen Standard Investments has selected its own dream team of...

Many investment managers use quantitative screens to focus their attention on the investment opportunities that are most likely to reward close study, and we are...

As with all of our investments we are looking for a company with a current sustainable after tax cash earnings yield of 6 – 8% p.a. with strong growth for the medium...