James Abela

Themes, lessons and thank you

The strong bounce in the Australian equity market in February was broadly interpreted as unsustainable due to lower earnings expectations and weaker outlooks. However, a number of companies reported a more confident outlook and as a result energy, metals, financials, technology, healthcare and industrials all performed better than expected.

25 March 2019 | James Abela
2019 outlook: Australian small to mid-caps

2019 outlook: Australian small to mid-caps

In Australia, while economic indicators remain strong, concern about the many late market cycle signals is growing.

12 December 2018 | James Abela
Could rising debt spell the end for the fairy tale bull market?

Could rising debt spell the end for the fairy tale bull market?

Reporting season? It seems the winners were global leaders leveraged to grow and win market share, healthcare champions and the software kings who despite some earlier valuation concerns have proved that fundamental strength remains and long term winners keep on winning!

06 September 2018 | James Abela
Australian equities panel discussion: Part 6 - Whatever gets you through the night

Australian equities panel discussion: Part 6 - Whatever gets you through the night

Trade wars, debt, liquidity - there’s a lot to keep investors up at night. In the final of the series, Kate and James discuss where they’re being mindful and the importance of additional checks and balances.

29 August 2018 | James Abela, Kate Howitt
Australian equities panel discussion: Part 4 - when to hold them...

Australian equities panel discussion: Part 4 - when to hold them...

Nothing stays the same - so how do you stay confident when things change? Kate and James discuss the importance of really understanding your thesis and the merits of flexible conviction.

14 August 2018 | James Abela, Kate Howitt
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