ASX:LIC

LIFESTYLE COMMUNITIES LIMITED

Macro
Peter Wilmshurst

There remain as many potential scenarios around Brexit now as there was two and a half years ago when the British voted for Brexit. Its still uncertain exactly what the May government wants, and exactly what the EU governments are willing to agree with. So, we sit here with all... Show More

Alex Cowie

We heard from 11 of the market’s top fund managers yesterday at the Future Generation Investment Forum, with each offering at least one stock idea. If you missed it, we have summarised the key points from each presentation below and included the link to the recording. Show More

NAOS Asset Management

“The switch from traditional fuels into renewables is just a massive switch, and we're seeing it across so many different businesses that we are working with – not just our own business, but so many different businesses out there, where the energy profile they are looking at is changing as... Show More

Peter Wilmshurst

The US market has become more complex. Earnings have been strong during 2017 but multiples are highly elevated, meaning there are increasingly fewer opportunities. One of the biggest risks for markets would have to be US equities. It’s more than 50% of the MSCI World Index, and where many people... Show More

Peter Wilmshurst

What are the long-term secular drivers for the Healthcare sector? Ageing populations across developed markets, rising middle class demanding better healthcare facilities in the emerging markets, and key reforms in the US all imply healthcare is a positive investment area for almost every global economy we look at. The right... Show More

UBS Asset Management

The FY16 reporting season has passed. Most results passed without fanfare. We did, however, receive a few positive surprises and a few negative ones. Positive surprises included Motorcycle Holdings, Baby Bunting, iSentia and Sirtex Medical. We received a negative surprise from Gateway Lifestyle (GTY-AU). In particular, the company guided to... Show More