Cost cutting is the new black

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Each profit reporting season CommSec tracks all the earnings results of ASX 200 companies to obtain a comprehensive picture of the aggregate health of Corporate Australia. It’s clear that the

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Australian equities attractive long term but risk in home country bias

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Australia’s strong economic position post the financial crisis has generated positive returns for investors during the past 12 months however, headwinds in 2013 will mean lower returns for investors with

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FY12 reporting season meets low expectations

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The 2012 financial reporting season was not as bad as some investors had feared with investor’s expectations having been largely reset, according to the Goldman Sachs Asset Management Australian Equities

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Hyperion takes credit for finding growth in Aussie equities

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The post-GFC credit cycle has seen a reversal of fortune for companies with low levels of gearing and organic growth, according to Australian equities fund manager, Hyperion Asset Management.   Mark

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Risk-off – go global for best returns urges fund manager

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A desire by Australian investors to mitigate risk has seen a pile-up of funds sitting in cash. Rates on cash are higher in Australia than in many OECD countries and

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Europe’s woes are creating opportunities in the Australian market

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There are two aspects to the European debt crisis that investors need to consider, says Paul Taylor, Head of Australian Equities at Fidelity Worldwide Investment. Mr Taylor says “the first

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Groundhog day?

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The Australian market retreated 15% in mid-2010 and 20% in mid-2011, predominantly on European issues. So far the Australian market is down 9% in May. Is this a case of

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Australian equity market preparing for lift off

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Lonsec’s Head of Equity Research, Bill Keenan, believes the Australian equity market is ready to rebound. “Lonsec has had a target of 5,000 for the All Ordinaries Index by the

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What next for Australian equities?

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While people are concerned about Australia being a two speed economy that actually part of its strength.   So when eventually the strong contribution of growth coming from the mining sector

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Oliver’s Insights: should Australian super funds have more bonds?

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There has recently been much debate about whether Australian super funds have too much in shares and not enough in bonds. The basic argument is that compared to other major

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