Insights
Stock Story: James Hardie Industries
David Rigby, 06 Oct 2020
This month, Senior Analyst David Rigby looks at James Hardie Industries. He discusses what the company does, the transformation it…
Death, taxes …. & IPOs in hot markets
Michael Higgins, 01 Oct 2020
As getting a bus seat becomes more competitive, the trains more compact and sporting crowds less sparse, Australia is slowly…
Early innings for e-commerce
Stephanie Perrin, 30 Sep 2020
With the US share market up +45% since the lows in late March, and shares of companies like Amazon up…
Insurance meets Global Warming
David Rigby, 09 Sep 2020
Airlines. Oil & Gas. Car manufacturing. Agriculture. Viticulture. Cement and Steel production. Even Bitcoin mining. The list of industries that…
Reporting season debrief – property companies
Roland Houghton, 03 Sep 2020
With reporting season behind us we can review the impacts COVID-19 is having on various sectors. Property companies which for…
Stock Story: Kerry Group
Katlyn Parker, 03 Sep 2020
Investment Analyst Katlyn Parker looks at Kerry Group, one of our corporate bond holdings. She discusses their rise from a…
The Buy-Now-Pay-Later phenomenon – what’s driving the industry?
Roland Houghton, 26 Aug 2020
The Buy-Now-Pay-Later segment has truly taken the world by storm. It is incredibly impressive to think two Aussies were responsible…
The whole story behind good investment decisions
Marissa Rossi, 25 Aug 2020
If there was ever a time when strong financial metrics were the single trademark of a good company, that time…