Australian small caps at inflection point this reporting season

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Overall, the February reporting season was generally positive for Australian small caps, with the domestic economy remaining resilient, and many small cap company results beating market expectations, says Phillip Hudak

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Changes to executive management team

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After over four years of service, Sophia Rahmani has resigned from the role of CEO and managing director of Maple-Brown Abbott Limited. Since joining Maple-Brown Abbott in October 2019, Ms

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Picking winners in a higher rate environment

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Key points: Australian consumers, like their US counterparts, have proven remarkably resilient in the face of sticky inflation and rising interest rates. Discretionary spending has thus far held up, and

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Is wage inflation being underestimated? Implications for the Australian small cap market

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In recent times, the cost of living in Australia has grown faster than salaries, meaning ‘real’ wages have gone backwards. We believe this is about to reverse as the lagging

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Maple-Brown Abbott makes senior promotions across distribution team

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Maple-Brown Abbott has made a number of senior promotions within its distribution team. Simon Beram has been promoted to head of institutional and research relationships. Mr Beram will continue his focus

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Mining for growth: navigating the small cap resource sector

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Given our investment philosophy is ‘earnings drive share prices’, we typically don’t buy resources stocks until there is a solid framework around resource/reserves and a scoping or feasibility study, with

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Aussie small caps well-positioned for any economic downturn

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According to Maple-Brown Abbott, Australian small cap companies are well positioned for any downturn given balance sheets are flush with cash and limited debt, the majority of stocks in the

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Recent market weakness a positive for Australian small caps

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Maple-Brown Abbott Australian Small Companies Co-Portfolio Managers Phillip Hudak and Matt Griffin believe the recent market pull-back makes the Australian small-cap sector increasingly attractive for longer-term investors. With further recent

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Crowded trades – hiding in plain sight

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Viewpoint Winning stocks within the Australian bourse have to date largely been those appearing to offer a more ‘certain’ outcome It is clear to us that investors are ‘hiding’ in

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New APRA performance benchmark gives super funds greater choice in infrastructure assets

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Maple-Brown Abbott welcomes Treasury’s decision to adjust the Australian and international listed infrastructure APRA performance benchmark[1], agreeing that the adjusted benchmark better represents the asset class and provides superannuation funds with greater

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