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ASX snaps three-day losing streak

ASX finished 0.7% higher, Crown (ASX:CWN) under offer, Fortescue (ASX:FMG) tanks The ASX200 (ASX:XJO) overcame a weak global lead to break a three day losing streak, adding 0.7% on Monday. Every sector was higher barring materials, with Fortescue Metals (ASX:FMG) dragging the sector lower, falling 4.3% on a further weakening of the iron ore price. Energy was by far the highlight,…
The Inside Adviser | 22nd Mar 2021 | More
Disruptive innovation delivered a 90% return for ARK

The Dr Cathie Wood-led ARK Investment Management is facing a different kind of pressure as 2020 draws to a close. According to Bloomberg, ARK’s ETF distributor, Resolute Investment Managers, is seeking to exercise an option acquired in 2016 to buy a controlling stake in the business. The ARK Invest strategy has been a clear winner…
Drew Meredith | 19th Nov 2020 | More
Property is back in vogue – is debt the better play?

The investment grade (IG) REIT sector is certainly one of the worst affected by the COVID-19 pandemic. Across the June quarter, only 77% of revenues (rent etc.) were collected, with the retail sector collecting just 58% of contracted revenues. Net tangible asset values (NTAs) across the market declined 5.2%, driven lower predominantly by devaluations in…
Phil Strano Yarra Capital Management | 19th Nov 2020 | More
    • An interview with Ralph Czhichon, PSK Financial Services

    This month we were lucky enough to catch up with Ralph Czichon as Australia slowly moves towards a COVID-normal environment. Ralph is a stalwart and industry thought leader having operated for 30 years and now heading PSK Financial Services in Parramatta, NSW. First off, we aim to learn a little more about Ralph: Whilst a…
    Ishan Dan | 5th Nov 2020 | More
    Corporate governance key to performance

    Calvert Institute, the Responsible Lending arm of asset management Eaton Vance, this week released an extensive analysis on the real impacts that corporate governance practices are having on financial performance. The sector and connection between the two has until this point been under-researched and likely under-appreciated, particularly on a global scale. In conducting its research,…
    The Inside Adviser | 22nd Oct 2020 | More
    Yarra Capital’s view on corporate hybrids

    Return of the A$ Corporate Hybrid Market Many of us who are old enough will remember the once-thriving ASX-listed corporate hybrid market as a constant feature of the pre-GFC Australian credit landscape, with the innovatively named Multiplex SITES, Fairfax PRESSES and Dexus RENTS securities (among others) offering returns and features to meet the risk appetites…
    Phil Strano | 19th Oct 2020 | More
    • Will $5.20 Fill the Missing Link?

    Shareholders of Link Administration Holdings (LNK), which provides services to the funds management and superannuation sectors and runs the share registry for many of the S&P/ASX 200 companies, have become the latest group to experience the tailwind that a takeover offer can suddenly blow on to a becalmed share price. Last weekend, a consortium of…
    James Dunn | 14th Oct 2020 | More