Marcus Ryan (Co-PM, Broadcap Equities), Ed Waller (Co-PM, Ex-20 Equities), Michael Steele (Co-PM, Smallcaps) and Joel Fleming (PM, Microcaps) look back at the August 2023 reporting period and detail why they’re positive on the market opportunities that lie ahead.
13 Sep 2023
Marcus Ryan (Co-PM, Broadcap Equities), Ed Waller (Co-PM, Ex-20 Equities), Michael Steele (Co-PM, Smallcaps) and Joel Fleming (PM, Microcaps) look back at the August 2023 reporting period and detail why they’re positive on the market opportunities that lie ahead.
29 Aug 2022
Is the best value for Australian credit not in Australia?
While Australian Major Bank T1s are rightly held in high regard, their USD-issued equivalents now trade at a substantial premium...
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08 Jun 2022
RBA ignores weaker real economy and hikes
The RBA hikes interest rates by 50 bps and now appears to be playing catch-up after failing to detect the...
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