consumer staples

Equities

As the cycle matures, finding opportunities gets harder. So we sat down with Matthew Haupt, Portfolio Manager at Wilson Asset Management to hear his perspective. Here Matt talks about several sectors and stocks for the late cycle. We also asked what the big surprise was in earnings season, which was: “The... Show More

Investing in safe companies like consumer staples or healthcare might feel good and help you sleep better, but you’re unlikely to earn outsized returns, says Nick Kirrage from Schroder Global Recovery Fund. He says these ‘stable’ sectors are the most expensive right now, and therefore likely to deliver the poorest... Show More

Buy Hold Sell
Buy Hold Sell

In this Buy Hold Sell thematic discussion, the ‘two JB’s, Justin Braitling from Watermark and Julian Beaumont from Bennelong, discuss inflation, rates, and how important they are to equity markets. They finish by highlighting some sectors presenting opportunities, and some to stay clear of. “People are thinking about what... Show More

Reporting season produced a much improved performance from the retail sector in FY15. The highlight came once again from Domino’s Pizza with the group reporting 40% NPAT growth. Despite a stellar share price performance, we believe there is still significant valuation upside particularly if the group acquires another Domino’s master... Show More

Whilst QMG data continues to improve, albeit at a gradual rate, Japan remains one of our preferred markets globally.... Average volume growth across our coverage universe is now +2% yoy (was +1% in January and dipped to zero growth in April - has now recovered strongly and we are on... Show More