Resources set to drive February reporting season

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Australian equities are heading into the February reporting season with improving earnings momentum, driven by strength in the resources sector and a more supportive macro backdrop, according to Hamish Tadgell,

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A mixed bag of results this reporting season with new share price records set

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The August reporting season has seen stark share price volatility with moves setting new records, according to portfolio manager at SG Hiscock & Company, Hamish Tadgell. Around 63 per cent

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Select opportunities for equities despite economic tightening

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As economic conditions tighten throughout the second half of 2023, the implications of higher interest rates will start to emerge with equities investors needing to be active and selective, according

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Reign of uncertainty creating investment opportunities

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Australian investors need to focus less on short-term disruptions and place greater emphasis on investments likely to offer long term sustainable earnings growth, according to SG Hiscock & Company portfolio

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Strong company profits but adaptability remains key

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Australian companies have enjoyed one of their strongest reporting seasons in recent history helped by pent up demand, closed international borders and a second half of the financial year largely

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Living with the virus and inflation remain key to navigating markets 

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Equity markets may be able to continue their rally on the global re-opening dynamic and the vaccine roll-out, but they face a number of issues in the second half of

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SG Hiscock launches medical technology fund

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SG Hiscock & Company has launched a new fund that will invest in Australian medical technology companies. The SGH Medical Technology Fund will have a social impact focus and aims

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Investors wary of emerging investment risks

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The market continues to shift from the hope to the growth phase as the Australian economy rebounds from the shock of the COVID-19 pandemic and associated lockdowns, but new risks

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Few clues in reporting season on future market recovery

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While the market appears to be pricing in a recovery in the next year or two, the overriding theme from reporting season was one of ongoing caution and uncertainty, said

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Survivors and thrivers post COVID-19

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The havoc in stock markets in the March quarter from COVID-19 was on a scale rarely seen, with the economic fallout likely to expose vulnerabilities and growing bifurcation in sector

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