Whitepapers
August 2018 Reporting Season Wrap
August 2018 Reporting Season Wrap
While investors continue to chase returns with little regard for risk, we remain focussed on the preservation of capital.
February 2018 Reporting Season Wrap
February 2018 Reporting Season Wrap
After a long period of somewhat stable markets, volatility returned during the February company profit season.
February 2017 Reporting Season Wrap
February 2017 Reporting Season Wrap
Last August’s reporting season gave little signs of earnings growth to support valuations.
Residential Property: Heed the warning signs
Residential Property: Heed the warning signs
Residential property in Australia, and indeed Western Australia, has enjoyed strong returns for more than two decades. At the same time, Australia has experienced a period of unbroken economic growth for more than 25 years. A feat unheard of in other developed economies.
February 2016 Reporting Season Wrap
February 2016 Reporting Season Wrap
Reporting season gives us confidence to continue to invest in the defensive companies that have a high degree of earnings certainty and are likely in industries that are less impacted by economic and market conditions.