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The great re-rating – defying gravity or yet another new normal?

Australian Equities

The great re-rating – defying gravity or yet another new normal?

11/12/2019
Finding sustainable returns in the Afterpay economy

Australian Equities

Finding sustainable returns in the Afterpay economy

07/11/2019

October 2019

WAAAX on, WAAAX off: multiples are fickle, but value is forever

Australian Equities

WAAAX on, WAAAX off: multiples are fickle, but value is forever

11/10/2019

September 2019

Data and facts are nothing without thought and insight

Australian Equities

Data and facts are nothing without thought and insight

05/09/2019

August 2019

‘You’re the star’ – the parallel between yield stocks and The Truman Show

Australian Equities

‘You’re the star’ – the parallel between yield stocks and The Truman Show

09/08/2019

July 2019

In theory there is no difference between theory and practice. In practice there is.

Australian Equities

In theory there is no difference between theory and practice. In practice there is.

03/07/2019

June 2019

Low growth outlook leads to REIT resurgence, and valuations of tech darlings surge

Australian Equities

Low growth outlook leads to REIT resurgence, and valuations of tech darlings surge

12/06/2019

May 2019

Long-term sustainability has many perspectives

Australian Equities

Long-term sustainability has many perspectives

10/05/2019

April 2019

Trump, patience, and the impact of rerating

Australian Equities

Trump, patience, and the impact of rerating

14/04/2019

March 2019

Interest rate common sense? No thanks

Australian Equities

Interest rate common sense? No thanks

12/03/2019