australian equities

There are plenty of investors questioning the veracity and sustainability of the rally in equity markets through the June quarter (particularly in the US), in the face...

There are two key characteristics embedded in the share market and human investors are not well-suited to deal with either of the two; randomness and...

Although we are now recommending clients lock in some gains on international shares, globally Credit Suisse believes investors should hold a higher than average...

In this report, our analysts share their sector view and top stock picks for FY21 across a range of sectors including banks and general insurers, LICs and LITs,...

For Marcus Padley and his investors, it’s been a remarkably good six months during a year in which markets are straddling the boundaries of health, economic and...

"It does feel like FOMO is back": Those few words encapsulate just how worried Rhett Kessler, the CIO of Pengana Capital, is about markets right now. Sentiment has...

No, we aren’t projecting a USD150/t iron ore price. Last year we wrote, A Different Kind of Portfolio Manager, wherein we argued Mineral Resources (MIN) was heavily...

Andrew McAuley, Managing Director at Credit Suisse Private Banking Australia, breaks the market cycle down into four phases. Phase 1 is all about panic selling, phase...

In January 2020, we published an article titled “2020 Investment Themes & Opportunities”. The fifth theme we identified in this article was “Battery metal turnaround”...

Stock markets have dislocated from fundamentals. The economic fundamentals are almost as bad as they have ever been. Stock market valuations are almost as expensive as...