In her first video update of the year, Katie Hudson, Head of Australian Equities Research, believes investors shouldn’t wait for the bottom of the earnings downgrade cycle before starting to buy equities. Katie also details two sectors where she sees lots of potential and calls out two sectors she is avoiding in her 2023 market outlook.
6 Feb 2023
In her first video update of the year, Katie Hudson, Head of Australian Equities Research, believes investors shouldn’t wait for the bottom of the earnings downgrade cycle before starting to buy equities. Katie also details two sectors where she sees lots of potential and calls out two sectors she is avoiding in her 2023 market […]
02 Sep 2024
Tim Toohey: Dec 2024 Quarter Update
In our last quarterly update, Tim Toohey (Head of Macro and Strategy) suggested the end of P/E expansion was nearing...
12 minute watch
17 Sep 2020
REIT credit underpinned by bricks and clicks
COVID-19 and the ensuing economic damage has called into question the safety of Australia’s REITs and their safe haven status....
3 minute read
0 Comments