ASX:AUP

AURORA PROPERTY BUY-WRITE INCOME TRUST

Hugh Dive

Since the US election, the ASX has rallied +4%, but strong gains in financials, energy and materials have been offset by losses in the “bond proxy” sectors of listed property, utilities and telecoms. The biggest question facing equity investors now isn’t so much rising bond yields, but rather the trajectory... Show More

A first strike at Cover-more Group and results for BlueScope Steel and Treasury Wine Estates (with Wesfarmers results later today). In today's note I also take a look at the poll versus show of hands as a method of voting, with three AGM examples to show the benefits of a... Show More

Hugh Dive

Over the last two years listed property has been the top performing sectors on the ASX 200 outperforming the broader equity market. While Australian other sectors in the equity market have faced concerns about a rising and then falling AUD, falling commodity prices, Eurozone issues and bank capital raisings, listed... Show More

Hugh Dive

The world is in a period of low growth and political uncertainty (Brexit, Hung Parliaments, Donald Trump et al.) Property as an investment class has performed well in this environment and is expected to continue to do so with lower interest rates and the largesse of central banks continuing to... Show More