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Everything from Maple-Brown Abbott

Retailers report shrinking margins in reporting season, gold to bounce back

From Maple-Brown Abbott

The latest reporting season showed some small cap companies are under pressure – including retailers – while others have a rosier outlook, such as gold miners, according to Phillip Hudak

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03 Mar 2025

Global listed infrastructure well positioned in 2025 for inflation-linked cash flows and attractive rates of return

From Maple-Brown Abbott

With significant potential for geopolitical and economic uncertainty in 2025, defensive essential service assets such as infrastructure are well positioned, according to Justin Lannen, portfolio manager in the global listed

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06 Feb 2025

Depreciation of the Australian dollar a key factor to watch this earnings season

From Maple-Brown Abbott

The Australia dollar is a key factor that markets have yet to price in and will need to be closely watched this earnings season, according to co-portfolio manager of the

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28 Jan 2025

Opportunities in gold producers as well as more M&A activity likely

From Maple-Brown Abbott

The higher gold price has boosted margins for gold miners who likely have further to run, while cost-of-living pressures make retailers more risky investments, according to Phillip Hudak and Matt Griffin,

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04 Sep 2024

Maple-Brown Abbott sees strong investment opportunities for US listed utilities powering data center growth

From Maple-Brown Abbott

The exponential growth of data centers raises critical questions about electricity sourcing and the infrastructure investment needed to support digitalisation and decarbonisation. According to Maple-Brown Abbott, insatiable demand for data

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03 Jun 2024

Positive outlook for emerging markets as domestic growth looks to outpace US

From Maple-Brown Abbott

Several factors point to a stronger year ahead for emerging markets, where select country share market gains could outpace those in the US and other developed nations, says John Moorhead,

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20 May 2024

Positive outlook for emerging markets as domestic growth looks to outpace US

From Maple-Brown Abbott

Several factors point to a stronger year ahead for emerging markets, where select country share market gains could outpace those in the US and other developed nations, says John Moorhead,

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17 May 2024

Maple-Brown Abbott sees opportunities at the smaller end of the Australian gold mining sector

From Maple-Brown Abbott

Boutique investment manager Maple-Brown Abbott believes select Australian small cap gold miners offer attractive valuation and earnings metrics. Phillip Hudak, co-portfolio manager, Australian small companies at Maple-Brown Abbott, says the

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15 Apr 2024

A good recent run for the Big Four banks, but where to next?

From Maple-Brown Abbott

Viewpoint After bottoming in mid 2023, the Banks have outperformed the market by around 20%[1]. We have favoured the Banks over the past year, more off the back of reasonable

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03 Apr 2024

Maple-Brown Abbott appoints new business development manager

From Maple-Brown Abbott

Boutique investment manager Maple-Brown Abbott has appointed Sophie Metcalfe as business development manager. Ms Metcalfe will be based in Sydney and reports to Vijay Srinivasan, head of wholesale. Ms Metcalfe

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20 Mar 2024

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