ASX snaps losing streak, tech platforms jump, South 32’s big deal The S&P/ASX200 (ASX: XJO) broke a three-day losing streak to finish 0.5% higher, however, a late sell off in the banking sector meant gains of as much as 1.2% were reversed. The financials and energy sector were the primary drags, down 0.9 and 0.5% as investors seek out higher quality,…
Richard Quin from Bentham Asset Management speaks to Peter White from The Inside Network for our IN60 series.
Sebastian Evans from NAOS Asset Management shares INSights with Peter White from The Inside Network on ‘What further opportunities do you see in the micro-cap market?’
Factor investing is a widely adopted discipline, complementing the role of traditional investment managers. This paper explores the five principles of factor investing in Australia.
As the global macro environment continues an improving trend, its beneficial impact may be unevenly distributed. Franklin Templeton Fixed Income Views explores the implications for fixed income investors this Quarter.
ASX flat, iron ore retreats, Bank of Queensland hit on revenue The S&P/ASX200 (ASX: XJO) fell 0.2% Wednesday, the third straight lower close. The selling pressure once again turned to the iron ore sector, but primarily the most leveraged, with materials down 1.1% but the likes of Mineral Resources (ASX: MIN) and Fortescue (ASX: FMG)…
ASX down on oil, iron ore jumps, Newcrest’s bold plan The S&P/ASX200 (ASX: XJO) fell 0.3% on Tuesday despite being buoyed by a seven year high in the oil price. All sectors barring consumer staples and healthcare were lower, with the latter gaining 0.9% behind a 1.8% improvement in CSL (ASX: CSL) shares. The outperformance came after management confirmed their previous profit guidance, supported by…
ASX lower, Ampol takes Z, IAG’s pandemic reprieve The S&P/ASX200 (ASX: XJO) strengthened into the close, managing a loss of just 0.3% to start the week. Behind the headline though was a two-speed market with only the energy and materials sector finishing higher, and significantly so, up 1.2 and 1.3% to the positive. The global energy crisis is now the motivating factor for markets…
Ashok Bhatia from Neuberger Berman goes INDepth with James Dunn from The Inside Network on ‘The renewed search from yield demands flexibility’
Sebastian Evans from NAOS Asset Management goes INDepth with Peter White from The Inside Network on ‘Why private businesses?’
