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14 Oct

Weekly Market Update (Issue 569) – 14 October 2019

By | 2019-10-14T16:41:07+11:00 October 14th, 2019|Market Summary, Weekly Market Update|0 Comments

Securities mentioned this week Pendal (PDL), Australian major banks Key market themes Slowing global growth > U.S. Small Business Confidence eased back to be just above a 3-year low last month, and within the release hiring and employee compensation plans also stumbled. The U.S jobs market has definitely peaked with job opening numbers also falling [...]

7 Oct

Weekly Market Update (Issue 568) – 7 October 2019

By | 2019-10-07T16:42:46+11:00 October 7th, 2019|Market Summary, Weekly Market Update|0 Comments

Securities mentioned this week Nufarm (NUF), Downer (DOW), Westpac (WBC), BWX (BWX) Key market themes Slowing global growth > U.S. Manufacturing sector activity fell to a 10-year low and U.S. Service sector activity fell to a 3-year low last week, causing rightful concern that the 18-month long trade war between China and the U.S. had [...]

30 Sep

Prime SMA Performance Summary – August 2019

By | 2019-09-30T19:02:47+11:00 September 30th, 2019|Active Management Performance|0 Comments

Portfolio Objective To achieve capital growth with moderate tax-effective income via franked dividends through investment in listed Australian securities. The Model Portfolio is managed by selecting primarily those securities with moderate growth potential but robust cash-generating capacity. These securities are expected to deliver an above-market average income yield, together with a relatively moderate level [...]

30 Sep

Weekly Market Update (Issue 567) – 30 September 2019

By | 2019-09-30T17:34:51+11:00 September 30th, 2019|Market Summary, Weekly Market Update|0 Comments

Securities mentioned this week Nufarm (NUF), Downer (DOW), Westpac (WBC), BWX (BWX) Key market themes Slowing global growth > Little to add from last week as data was mixed – some softening in US consumer confidence, but little else to report Trade tensions > China’s Vice Premier Liu He is reported as planning to visit [...]

23 Sep

Weekly Market Update (Issue 566) – 23 September 2019

By | 2019-09-23T15:58:30+11:00 September 23rd, 2019|Market Summary, Weekly Market Update|0 Comments

Securities mentioned this week IOOF (IFL), Webjet (WEB) Key market themes Slowing global growth > Little to add Trade tensions > Markets still anticipating talks in October Economic data released Chinese industrial output for August fell to its lowest annual rate in 17 years, up only +4.4% on August last year. Australian August employment figures [...]