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.
2019 outlook: Australian small to mid-caps
In Australia, while economic indicators remain strong, concern about the many late market cycle signals is growing.
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!
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.
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.
2018 outlook: Australian small to mid-caps
From the desk of James Abela
