qbe

Romano Sala Tenna

It is rare that a company rallies 5% post announcing a forecast after tax loss of $1.2 billion. But perhaps when the bar is set as low as it was for QBE, this is a comparatively good outcome! Show More

Nicholas Forsyth

As you all know, we remain bullish US equities, targeting fresh all-time highs with a likely 5-10% further upside. If this view (illustrated below)is correct, there remains some opportunities for buyers with good stock selection and entry levels. The US Memorial Day weekend is basically upon us and not surprisingly,... Show More

Mathan Somasundaram

The Australian equity market’s sustainable dividend yield will attract investors in an environment of low rates and low growth. The GARY approach allows the investor to get the exposure to recovering growth with the protection of the yield thematic. Show More