Australian Equities

• A targeted approach to Australian equities

  John Guadagnuolo (Antares Equities), Melinda White (Longwave Capital), and Martin Crabb (Shaw and Partners) share their thoughts on Australian equities in a sticky inflationary environment.

   

• Another good financial year for lazy investors! How did your returns stack up?

  Ashley Owen examines returns from the main asset classes & sectors for Aussie investors for the past two June financial/tax years, & his graphs show key data including inflation, exchange rates, commodities prices, & house prices.

• Are we there yet? – on cash rates

  "Central banks have delivered the most aggressive rate hikes in a generation, but cash rates in Australia, US and elsewhere are still below pre-GFC levels. How high will interest rates need to go? " says Ashley Owen

• Ashley Owen analyses 2024-2025: a year of double-digit returns for diversified portfolios

  "2024-2025 was the third straight year of solid double-digit returns for diversified ‘passive’ ETF investors and a standard 70/30 (‘balanced’) fund or ETF portfolio should have returned near 12% after fees. Did yours?" asks Ashley Owen

• Australia’s bounty – 400 years of exports. Is it just ‘luck’? Or masterful ability to adapt and pivot? Will our commodities bounty run out one day?

  "Commodities matter! Raw commodities exports made, and continue to make, Australia the richest country per capita on earth. More than half of the 2,200+ companies listed on the ASX are miners." says Ashley Owen

• Blackmore Capital takes out the 2020 IMAP Award for Australian Equities.

  The judges were impressed with Blackmore Capital’s intensive approach to investing, with the Australian Equity portfolio manager taking out the 2020 IMAP Award for Australian Equities.

• Boutique management within Australian equities

  What are the advantages of using boutique managers when running an Australian equities portfolio in a managed accounts structure? Callum Burns (ICE Investors), Kyle Lidbury (Perpetual Private), and Marcus Bogdan (Blackmore Capital) explain their approach to constructing portfolios with an Australian equities exposure.

• CBA in 7 charts – the ‘Steven Bradbury’ of Australian banking – suddenly a ‘growth stock’?

  Ashley Owen examines why CBA has been in the headlines of late for a few reasons – for re-taking the lead from BHP to be the largest ASX-listed company by market value, for being the most over-priced bank in the world, and also for having the most mysterious share price surge this year.

• How do we rate? – The Debt Olympics

  "Australia and Australians loaded up on debt in the GFC and again in Covid, but how do we stack up against other countries? The answer is probably very different to what you thought. " says Ashley Owen

• Integrity and durability - Australian Equities Category

  Beating a high calibre field of entries, First Sentier Investors has taken out the 2021 IMAP Managed Accounts Award in the Australian Equities category

   

• Managing the growth allocation

  Scott Bender (DNR Capital), Andrew McKie (Elston), Warryn Roberston (Lazard Asset Management) & Sam Ruiz (T. Rowe Price) identify allocation issues & opportunities for global & Australian equities

   

• Managing the growth allocation

  Scott Bender (DNR Capital), Andrew McKie (Elston), Warryn Roberston (Lazard Asset Management) and Sam Ruiz (T. Rowe Price) identify some of the issues and opportunities investors should consider when allocating to global and Australian equities.

   

• Market Monitor - end June 2023

  Ashley Owen's Market Monitor - a quick snapshot of key events affecting investors and investment markets, especially from an Australian perspective

• Market Monitor – 2024: Great returns from almost all asset classes despite constant recession fear

  "Despite continual tiresome warnings of a USA-led global recession from economists & market ‘experts’, plus a host of other threats - almost all of the main asset classes did well in 2024, beating inflation, & most did better than their long-term averages." says Ashley Owen

• Market Monitor – April 2024 snapshot – shares fall as rate cut hopes finally dashed – is this the ‘Big one?

  Ashley Owen provides his essential 1 page 30th April snapshot for Aussie investors – covering what happened and why?? with the Australian & US share markets, short- and long-term interest rates, inflation, and the AUD/USD exchange rate!

• Market Monitor – end August 2023: 'Sticky inflation' + 'What’s keeping the AUD down'

  "It's a confused picture this month with share markets lower across the board from profit taking, interest rate hikes slowing, inflation receding, central bankers warnings,and bond yields flat in most markets", says Ashley Owen

• Market Monitor – end July 2023: ‘Are you feeling lucky?’

  "Share markets are surging back toward their 2021 covid stimulus tech-bubble peaks! After a dozen rate hikes, inflation is easing, rate hikes are slowing, jobs & wages remain strong. What’s not to like? "says Ashley Owen

• Market Monitor – March 2024 snapshot – Fed + RBA warn inflation not yet contained, but shares keep surging

  Ashley Owen provides his essential March 20241-page snapshot for Aussie investors – covering Australian and US share markets, short- and long-term interest rates, inflation, and the AUD/USD exchange rate.

• Market Monitor – Nov 2023 Australian share market has gone nowhere for 16 years? Is it ‘broken’? Has it lost its mojo?

  "The All Ordinaries index hit a peaked of 6,853 on 1 November 2007, but it is barely above that 16 years later. Why?
  Is the local share market in terminal decline? Has it lost its mojo? Is it ever going to get back to growth? " questions Ashley Owen

• Market Monitor – October 2023 wrap-up: Central banks not done yet with rate hikes, military tensions rise

  "Welcome to the Monthly Market Monitor for October 2023. First, here is our quick snapshot of Australian and US share markets, short- and long-term interest rates, inflation, and the AUD since the start of 2020" explains Ashley Owen