Bigger Isn’t Better

When considering the domestic equity exposure in a portfolio, one important consideration is what market capitalisation you are investing into. Much like different nations of varying economic size, different sizes of companies within the same economy offer different...

Iron Awe

For the last month financial market commentary, when not discussing the merits of Bitcoin, has been focused on how the tech sector which has lost its performance lead and the rotation from Growth to Value has accelerated, triggered by rising bond yields. However, if...

Equity Market Earning Recap

Momentum is important, it makes movement easier. For the Australian equity market, the momentum was driven by the earnings recovery that a successful vaccine rollout would create post lockdowns globally coupled with the valuation expansion falling interest rates...

Banks and the Search for Yield

Now that the major bank results are sitting comfortably in our hindsight, and following on from our banks outlook earlier this month, today we’ll consider some further views from the street on bank stocks; both as a rotational play and why they benefit from the...

Implications of a rising AUD on ASX shares

The AUD/USD has appreciated by 33% since March 2020 and has brought foreign exchange (FX) risk into the forefront of the minds of investors looking at US equity and fixed income markets. We have discussed the factors which have driven, and will continue to drive the...