buy side brief

Livewire Exclusive

Australia's ability to attract investment capital for energy projects is frustrated, Nathan Lim, Australian Ethical. Repealing the carbon tax is just another reason to justify the avoidance of the conventional and renewable energy sector in Australia. With overseas jurisdictions like California, China, Germany and Japan offering greater regulatory certainty, Australia's... Show More

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The winners from the tax repeal are those groups that bore the incidence of that tax, Jeremy Bendeich, CIO, Avoca Investment Management. Will repealing the carbon tax impact or change investor sentiment? The repeal of the carbon tax will not alter general investor perceptions. The key policy objective of the... Show More

Livewire Exclusive

This dysfunction is draining consumer and business confidence, John Abernethy, CIO, Clime Asset Management. Will repealing the carbon tax impact or change investor sentiment? No - the drawn out political process required dealing with the carbon tax is symptomatic of the dysfunctional governance of the country. This dysfunction is draining... Show More

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We believe Australian equities are attractively priced: David Poppenbeek, Head of Australian Equities, K2 Asset Management. At present we are running net exposure at 70%, which is in-line with our 15 year average. We believe that Australian equities are attractively priced at 14.5x next year's earnings. However, we are mindful... Show More

Livewire Exclusive

The Buy Side Brief. Yesterday we released the second edition of our new Buy Side Brief series on Livewire. We asked four leading fund managers - from Platypus, Auscap, Avoca and Eley Griffiths about the recent changes they've made to their portfolios. You can read their answers here: http://eepurl.com/Wzgk5 Show More

Livewire Exclusive

The Buy Side Report. Just in case you missed it yesterday, Livewire asked a range of fund managers if there's one upcoming or recent IPO that's caught their attention. Don Williams the CIO of Platypus Asset Management, David Allingham, Analyst at Eley Griffiths, Jeremy Bendeich, CIO of Avoca Investment Management... Show More