Mathan Somasundaram

Whilst global markets have maintained positive momentum into 2017, valuations look stretched. Markets are going to run into the US reporting season given the US leadership change and the recent rally pricing due to the optimistic outlook. However, US fiscal policy uncertainty, historically low volatility, rising USD, rising yields and... Show More

Mathan Somasundaram

Market moved up again despite negative global sentiment to deliver fourth straight positive day. Aussie market looks to be suffering from delusions of grandeur by maintaining the positive momentum despite falls in global markets, currency, volatility index and yields. We are in the school holiday period where most will take... Show More

Mathan Somasundaram

Market moved up again on weak sentiment with fundamentals remaining negative. Geopolitical risks in Turkey and Germany will add to the uncertainty for global markets. Local markets have reached 5600 again and weakening local economic outlook and emerging market risk will weigh on the index. The local market is at... Show More

Mathan Somasundaram

Market continues to pop up and down while sentiment remains directionless. Global macro remains uncertain with new US leadership policy settings still murky. Local economic data on labour market shows underemployment remains a big issue while the extra few hours worked moved big numbers of jobs switched from part time... Show More

James Nicolaou

We select the top picks across our 71 mid and small cap stock universe, as well as the outlook for the economy and equity market. We also provide our key insights from our listed investment company (LIC) coverage. The top stock picks are shown in the table below (alphabetical order).... Show More

Lachlan Hughes

Coming off a record FY15 result Empired (ASX:EPD) carries solid earnings momentum into FY16. On the back of several acquisitions it is now positioned as one of Australia’s leading providers of IT services and infrastructure. Sustainability of its earnings have improved dramatically through diversification of operations both geographically and by... Show More