earnings

As we’ve highlighted in the two previous quarterly asset allocation valuation publications, (pretty much) everything is expensive. Abundant liquidity has pushed...

Shane Oliver’s recent article (9 keys to successful investing - and why they are more important than ever amid COVID, 15 October) summarises “nine key things for...

Despite the continued earnings downgrades and dour corporate outlook statements, investors have clearly chosen to ‘look through’ 2020 towards a post COVID-19 world...

In the current market environment, finding companies with above market earnings growth over the medium-term with numerous positive catalysts is becoming increasingly...

In our view, small cap investors are short-term focused - they look to the next earnings report to dictate their buy and sell decisions. We believe investors’ primary...

The outlook for investors has changed dramatically since the start of the year and will likely continue to shift moving forward. The associated shocks of the severe...

Looking back on the start to 2020, it's hard to know where to begin. In Australia, the widespread and devastating bushfires had barely been extinguished by damaging...

A few weeks ago in part one of this series, we suggested that this was a unique supply side event where Central Bank liquidity couldn’t redress the major issues of a...

E (earnings) — This 'E' is going to be one of the key market drivers as we transition 2020. The year is drawing to a close and investors have been leaning a little...

Australian small cap stocks have failed to live up to their potential in recent times. By definition, small cap companies are generally at an earlier stage of their...