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InvestNow News 6th Sep – AMP Capital – Market Watch – Sep 2019

InvestNow News 6th Sep – AMP Capital – Market Watch – Sep 2019

2nd sep 2019 – Greg Fleming – Head of Investment Strategy, New Zealand

As expected, August was a volatile month for equity markets with geopolitical noise spooking investors. What’s the outlook from here?
By |2019-09-06T13:13:07+12:00September 6th, 2019|News|0 Comments

InvestNow News 6th Sep – AMP Capital – Why disruption alone is not enough

InvestNow News 6th Sep – AMP Capital – Why disruption alone is not enough

3rd sep 2019 – Simon Steele – Head of AMP Capital Global EquitiesLondon, United Kingdom

Capitalising on opportunities created by disruption is, in our view, a key investment theme in the 21st century as technology advances the pace of change, but the concept of disruption itself is not new – it is simply a modern-day term for the change to a longstanding phenomenon that has underpinned […]

By |2019-09-06T11:23:16+12:00September 6th, 2019|News|0 Comments

InvestNow News 6th Sep – Devon – Investor Update Aug 2019

InvestNow News 6th Sep – Devon – Investor Update Aug 2019

Insights into our corporate health

Equity markets traded with an unfamiliar level of volatility during August as investors contended with a deluge of information, both international and domestic. Global growth concerns have heightened in tandem with an escalation in the US-China trade dispute. This has resulted in the US yield curve inverting between the 2-year and 10-year durations (usually a sign of an impending recession), and we now have over US$14tn […]

By |2019-09-06T10:57:02+12:00September 6th, 2019|News|0 Comments

InvestNow News 6th Sep – Morphic – Panalpina, when investor engagement bears fruit

InvestNow News 6th Sep – Morphic – Panalpina, when investor engagement bears fruit

3rd Sept 2019

Panalpina (ticker: PWTN) is a Swiss-listed global third-party logistics provider that we have been following for a considerable time. As we identified two years ago, the logistics industry is reasonably fragmented and various companies have been active in trying to consolidate the industry, growing larger in order to generate economies of scale.

We believe that poor corporate governance tends to lead to less than optimal outcomes for shareholders […]

By |2019-09-06T11:04:35+12:00September 6th, 2019|News|0 Comments

InvestNow News 30th Aug – AMP Capital – The outlook for the Eurozone and ECB

InvestNow News 30th Aug – AMP Capital – The outlook for the Eurozone and ECB

29th Aug – Diana Mousina – Economist – Investment Strategy & Dynamic Markets Sydney Australia

In this economic update Diana Mousina, Senior Economist, AMP Capital Australia, takes a look at the outlook for the Eurozone and ECB, including political risks, manufacturing slump and negative interest rates.

The weakness in the Eurozone economy in the second half of 2018 was expected to be transitory, and a recovery in […]

By |2019-08-30T11:09:52+12:00August 30th, 2019|News|0 Comments

InvestNow News 30th Aug – AMP Capital – Winter 2019 issue of Taking Stock

InvestNow News 30th Aug – AMP Capital – Winter 2019 issue of Taking Stock

Winter 2019

The Winter 2019 issue of Taking Stock is now available to view online. Check out the latest news from AMP Capital, including key themes in global listed real estate, ethical issues associated with social media companies, how the role of benchmarks is changing, and AMP Capital’s Global Property Securities Fund.

Featured in this issue are:

  • Lead story: Opportunities in global listed real estate
  • The ethics of investing in […]
By |2019-08-30T12:21:58+12:00August 30th, 2019|News|0 Comments

InvestNow News 30th Aug – Antipodes – Investing in an age of uncertainty

InvestNow News 30th Aug – Antipodes – Investing in an age of uncertainty

Antipodes

At Antipodes, we believe the biggest risk to your clients’ portfolios is overexposure to expensive growth.

When considering this risk, most will immediately think about exposure to growth-style funds, but overexposure can materialise in ways you may not fully appreciate.

Consider the passive index. Given software and internet alone have grown to account for 10% of the index, this represents an area of risk.

The last time this was the case was […]

By |2019-08-30T11:22:06+12:00August 30th, 2019|News|0 Comments

InvestNow News 30th Aug – Antipodes – Siemens: Quality and growth, without the headlines

InvestNow News 30th Aug – Antipodes – Siemens: Quality and growth, without the headlines

Antipodes

At Antipodes, we look beyond the headlines and explore less obvious parts of the market in order to find true value and growth.This is particularly important in the market we are currently faced with.

It’s a market relentlesslyreaching for structural growth and quality at any price, while cyclical sector valuations have rarely traded on lower multiples.

The reality of persistently low real rates is that the adoption of disruptive technologies […]

By |2019-08-30T11:27:01+12:00August 30th, 2019|News|0 Comments

InvestNow News 30th Aug – Elevation Capital Presents: The Walt Disney Company

InvestNow News 30th Aug – Elevation Capital Presents: The Walt Disney Company

Elevation Capital

Elevation Capital’s Investment Summary and overview are available here.

By |2019-08-30T11:35:14+12:00August 30th, 2019|News|0 Comments

InvestNow News 30th Aug – Harbour – a2 Milk Steps Up Market Development

InvestNow News 30th Aug – Harbour – a2 Milk Steps Up Market Development

26th August 2019

The a2 Milk Company reported on earnings last Wednesday. In spite of net profit being 47% ahead of last year with a 41% increase in revenue, the market was disappointed by reduced margins, reportedly due to increased spending on marketing and, as a consequence, the price has fallen.

  • a2 spent more on marketing and product development than expected
  • We see this as building the foundation to be […]
By |2019-08-30T12:11:54+12:00August 30th, 2019|News|0 Comments