Fixed Income
Ashley Kopczynski

So far in 2019, credit markets have been buoyed by the US Federal Reserve’s (Fed) announcement of a pause in its Quantitative Tightening (QT) program and the shift in the Fed’s language away from being hawkish. In recent months, the Reserve Bank of Australia (RBA) has also signalled that the... Show More

Clime Asset Management

Woolworths’ interim result last month disappointed and the shares fell briefly before rebounding to where they were before the result: around $30. Does this mean there is nothing to worry about after all and the stock is a buy? Show More

Daniel Mueller

Woolworths “is a wonderful organisation, with enormous upside.” This was the first thing former CEO Grant O’Brien said about Woolworths in his inaugural address to the market in November 2011, shortly following his appointment. Show More

Peters MacGregor Capital Management

Head of Research Nathan Bell explains what Amazon's recent bid for US grocer Whole Foods means for grocery retailers at home and abroad such as Coles and Woolworths, while highlighting an undervalued cable TV and broadband provider that the market's forgotten. Show More

Chad Slater

Within investing, dealing with success isn’t the problem; understanding when your roadmap isn’t working out is the hard part. If you change your mind too early, you run the risk of shutting down good ideas on what we’d call “noise”.  The original thesis on Woolworths in 2015 was of over-earning... Show More