shl

Mathan Somasundaram

Aussie market ran over pessimist with another 1.5% move up on US Fed doing what most of us expected them to do. The world is artificially being held down to low growth and low inflation to avoid any recession risks by central banks and governments. The problem with that solution... Show More

Mathan Somasundaram

Aussie market started positive with better commodity and global market sentiment before budget update draining the market of optimism. We have now had 13 out of the last 16 days being negative. Commodities took a breather for a change and the domestic budget delivered the negative news. The budget has... Show More

Marcus Bogdan, CIO Asia Pacific

A common investment theme running through each of our model portfolios has been a deliberate underweight position in the Australian major banks. This has supported our significant performance against the ASX 200 benchmark over the last twelve months, yet challenging headwinds continue to warrant a cautionary stance. A recent paper... Show More

Mathan Somasundaram

Aussie market finished well after getting hit with APRA’s move on banks on top of a flat global lead. SHL was hit on profit guidance showing that domestic consumers are not spending even on health care. There are no real surprises here as PRY result last week showed that this... Show More