Australian Equity Market Outlook 2021 (Part 3)

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 have some...

Australian Equity Market 2021 Outlook | Part 2

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 retail side of the...

Australian Equity Market 2021 Outlook | Part 1

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 escape our homes, take...

What a difference rain makes

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 for agricultural stocks such as...

Buy Now, Pay Later

“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, it’s uncontroversial to suggest that the world is...