Market Update

Tuesday, October 14 2014

The following market update could be read in conjunction with the Monthly Investment Review for September. Ebola and other concerns One of our concerns over the past month was that the US had not really had a pullback and that Australia could be dragged down if a pullback developed in the US market. Since month end we have […]

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Monthly Investment Review September 2014

Friday, October 10 2014

The past month has been weak for Australian equities and bonds as markets anticipate the end of quantitative easing (QE). This has driven a sell-off in the A$ and resulted in offshore funds exiting higher yielding Australian assets. This month we explore whether this presents a buying opportunity for investors. We present the key risks […]

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Monthly Investment Review August 2014

Tuesday, September 09 2014

The month’s domestic news flow was dominated by the reporting season. In this regard we review the emerging trends and the stocks in our portfolios which delivered well received and poorly received results. Overall we are pleased with the progress of companies in our portfolio but we were hurt on a relative basis by the strong performance of companies we do not hold.

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A mixed reporting season has its hits and misses

Tuesday, September 02 2014

Returning capital to shareholders a worrying trend A difficult six months in a number of sectors has led to mixed reporting of Australian listed companies, says Jamie Nicol, CIO, Dalton Nicol Reid. “Our research shows that 36% of Australian listed companies beat market expectations and 23% of the companies missed market expectation in the current […]

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Monthly Investment Review July 2014

Monday, August 11 2014

In July most of the economic data globally has been better, yet commentary has been in regard to a selloff in markets. Therefore we ask the question whether “good news is bad news” in this month’s review.

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