- Equities
International Equity Market 2021 Outlook
16 Dec 2020 |
By Rod Skellet
READ TIME 5 mins
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Equities
Back to all insights
Next year’s global equity performance may well be shaped on what happens in the next 2 months.
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As we all unwind after this tumultuous year, many of us will turn to music to relax and celebrate. But do we ever stop and consider the growth and change in how we consume that media? Or even, how can...
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- Equities
Australian Equity Market Outlook 2021 (Part 3)
09 Dec 2020 |
By Rod Skellet
READ TIME 7 mins
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In this final part of our Australian equity outlook notes, we look at the industrials, healthcare and communications services sectors. All three sectors were hit hard in 2020 and have yet to recover to their pre-COVID highs, something that analysts...
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- Equities
Australian Equity Market 2021 Outlook | Part 2
08 Dec 2020 |
By Rod Skellet
READ TIME 6 mins
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In the second part of our domestic outlook series, we run the ruler over: MaterialsConsumer staplesInformation technologyReal estate All four sectors have drawn attention in the past 12 months – generally for good reason – with the exception of the...
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- Equities
Australian Equity Market 2021 Outlook | Part 1
07 Dec 2020 |
By Rod Skellet
READ TIME 5 mins
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With Christmas rapidly approaching, investors and listed companies alike are probably looking forward to some quiet time over the summer break. With borders reopening in all states in Australia (thank you WA for joining the fray) many of us can...
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“Could we have kippers for breakfast,Mummy dear, mummy dear,They got to have ‘em in Texas,‘Cause everyone’s a millionaire”Supertramp, “Breakfast in America” Not chasing hot picks and waiting to ‘buy the dip’ is generally the sage advice that an experienced stock-picker...
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In a previous note published on 22 October 2020, we looked into the driving forces behind Australia’s weather, and how the respective dominance of El Nino and or La Nina impacted not only our weather, but also impacted the outlook...
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“I’m gonna keep on the runI’m gonna have me some funIf it costs me my very last dimeIf I wind up broke, oh wellI’ll always remember that I had a swingin’ time”Elvis Presley, “Viva Las Vegas” Now more than ever,...
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- Equities
Telstra: Investor day well received by the market
24 Nov 2020 |
By Rod Skellet
READ TIME 3 mins
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The last few weeks have probably been the best weeks in CEO Andy Penn’s time at Telstra, with the market warmly accepting his strategic plan for the next three years. Since succeeding David Thodey on the 1st of May 2015,...
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