Australian equities
Too big to behave badly
It’s difficult to imagine the landscape without them - indeed history has shown that they’re too big to fail. However, revelations from the Banking Royal Commission have certainly taken a toll on how we perceive our major banks. So as investors, how should we be looking at banks moving forward?
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.
2019 outlook: Australian Equities
Despite dire predictions, I believe 2019 will be a stronger year for the Australian equity market as much of the uncertainty we’ve experienced this year will have played out
Volatility in the Australian equity market
Periods of volatility create nervousness for investors but in the long term are they good for markets or a sign of storms ahead?
