We don't really break up between ‘growth’ and ‘value’. To us these constructs don’t really matter. Show More
Nufarm
Uday Cheruvu, Portfolio Manager (Australian Equities), reports on the sectors in the Australian market that are looking more attractive - including commodities - and how he is positioning the Australian Companies Fund's portfolio. Show More
Australia’s drought may be the worst in 800 years and is also likely to affect many agriculture companies. Reviewing the FY2018 result by agricultural chemical company, Nufarm (ASX:NUF), makes interesting reading. While Nufarm’s results were in line with the guidance provided by the company in July, the result includes two... Show More
The worsening drought in Eastern Australia is resulting in increasingly difficult conditions for businesses right across the agriculture sector. And if official weather forecasts hold firm, it looks like things will be tough for some time to come. Show More
Recent dry weather conditions in the United States have weighed on global agricultural stocks, providing us with an opportunity to add a small position in agricultural specialist Nufarm Ltd (ASX:NUF) as the share price weakened. Show More