ASX:PME

PRO MEDICUS LIMITED

Robert Miller

The quality of management is a major factor in assessing any investment opportunity. We adopt the rule that no matter how good a company may appear on paper, if we are not comfortable with the CEO, we will not invest. Show More

Mathan Somasundaram

Local market gave up early gains on weak employment data and PBOC rate rise. US Fed wimped out on upgrading rate rise…basically poured cold water on potential fiscal stimulus delivering growth upside…USD fell and Gold rose!!! Chinese PBOC has now delivered short term borrowing rate rise…that is three in a... Show More

UBS Asset Management

The world remains in a low growth environment. Revenue growth is difficult to come by, the bulk of the heavy lifting on cost out appears to be behind us and levels of investment (which would drive medium-term growth) remain at benign levels. Against this backdrop, we have the continued emergence... Show More

Buy Hold Sell

2015 is coming to an end so it’s time to pull out the crystal ball and have a look at what 2016 might hold for investors. Is the outlook for equities bullish or bearish? Big caps have had a tough year in 2015 with small caps the clear outperformers or... Show More