post-brexit

PM Capital

Paul Moore, Chief Investment Officer and founder of PM CAPITAL, says recent noise in investment markets linked to specific events such as Brexit has hidden the fact that the world is at an inflection point. Interest rates may have hit their lows after an historic bull run and he says... Show More

Mathan Somasundaram

Aussie market fell from the open to break the 6 day positive streak on weak global sentiment and oil reaching bear territory while a mini bounce on another wasted rate cut at 2:30pm faded as quickly as it came. The market has had a great run since mid-June and we... Show More

Saxo Capital Markets Australia

Uncertainty looms over Q3 2016 and beyond, but this isn’t necessarily a negative. If uncertainty is met by reforms and improvements, the present risk events could appear in hindsight as harbingers of positive change. Trading in Q3 will be about navigating the increased volatility, understanding how the social contract will... Show More

Mathan Somasundaram

Aussie market opened positively on global sentiment and then withered away after making two attempts at staying above 5530. Aussie market today was mainly driven by the rate cut expectations. Regulatory approvals helped push AIO/QUB and MTS. SIV follows CIM in getting hammered for negative market update. The market is... Show More

PM Capital

Given the external shock created by Brexit and the initial impact on our UK and European Investments, our CIO Paul Moore provides a further update on Brexit and the global markets in our June quarterly video update. "So clearly with Brexit it is a more difficult environment; uncertainty has increased.... Show More

Clime Asset Management

Following the Brexit sell off, stocks with direct exposure to financial market volatility, and those leveraged to rising interest rates, were dumped from investors' portfolios. We see two potential opportunities after the fall – 1. Clydesdale & Yorkshire Banking Group, covered yesterday https://www.livewiremarkets.com/wires/32279) and QBE Insurance Group (QBE). Show More

Clime Asset Management

Since mid-March 2015, our valuation and research platform, StocksInValue, has been providing our member’s access to an ASX Model Portfolio. The model portfolio was developed to demonstrate how Clime’s investment process, our analysts research and our quantitive analysis from StocksInValue, together, form expert insights from which our members’ (self-directed equity... Show More