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

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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

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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16 Nov 2023

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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03 Aug 2023

Maple-Brown Abbott identifies inflation and corporate earnings as key issues for mid-2023

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The two key issues heading into mid 2023 are the outlook for inflation, and hence interest rates, and uncertainty around corporate earnings, according to Maple-Brown Abbott. Chief investment officer Garth Rossler said

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04 May 2023

Value investors the likely winners in current environment

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Stagflation fears and the end of easy money have already resulted in the de-rating of many high-flying stocks but it is likely there is still further to go which should

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05 Aug 2022