Monthly Investment Review March 2014

Tuesday, April 08 2014

Over the past month the market traded sideways, with the key investment debates revolving around concerns that valuations have run too hard, the impact of quantitative easing unravelling and the extent and effect of the Chinese slowdown despite signs of improving economic activity and ongoing liquidity support. We will discuss these major issues this month.

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Dalton Nicol Reid announces new CEO

Thursday, March 20 2014

Dalton Nicol Reid has today announced the appointment of Robert White as its new Chief Executive Officer and Head of Distribution. Jamie Nicol, Director and CIO said the new appointment was a positive step and that it would allow the business to continue on its current growth trajectory. “Dalton Nicol Reid has passed some significant […]

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Monthly Investment Review February 2014

Thursday, March 13 2014

February proved to be a strong month for equity markets in Australia. It was the best reporting season for some time, with 60% of companies beating analyst expectations and the market upgrading profit forecasts by 1%. This month we discuss what we learnt during reporting season and the questions that remain. We will also highlight the best and worst results from our portfolios.

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Intrust Super awards $40m mandate to Dalton Nicol Reid

Wednesday, February 26 2014

Intrust Super, industry super fund for hospitality employees has awarded a $40m mandate to Australian equities fund manager, Dalton Nicol Reid. Founded in 2001, Brisbane-based Dalton Nicol Reid believes a focus on quality will enhance returns when it is combined with a thorough valuation overlay.   The mandate follows a $200 million mandate awarded by IOOF […]

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Monthly Investment Review January 2014

Sunday, February 09 2014

The market has started the year nervously and has looked a little vulnerable to a pullback. We have made the case that the very strong move in market valuations seem unlikely to continue and that returns would be driven by earnings this year. As such we review the outlook for the market over the next year including the major positive drivers, examine the key risk factors and explain our current portfolio positioning in response.

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