Going Global in Fixed Income: Lessons from the 2017 Bennelong Investment Forum

May 16th, 2017 Uncategorized

Last Wednesday I had the pleasure of attending Bennelong’s 2017 Investment Forum. Held at Eureka Tower in Melbourne, the event provided attendees with a view into Bennelong’s unique collection of boutique asset management teams and the investment strategies favoured by each.   Australian investors have long held a bias towards domestic fixed income. This is … Continue reading “Going Global in Fixed Income: Lessons from the 2017 Bennelong Investment Forum”

SPECIAL: Budget 2017

May 12th, 2017 Research Watch

Rachel Alembakis reviews broker analysts reports in the days following Budget 2017-18.

In this analysis of Treasurer Scott Morrison’s Budget 2017-18, we examine first the macro-economic forecasts and assumptions to the proposals, then look in turn to the biggest announced pieces to the puzzle and possible equity impacts – the banks levy, the lifting of the Medicare cap, housing affordability measures (or lack thereof), infrastructure, insurance and superannuation, and retail.

The Senate friendly and economically responsible budget

May 10th, 2017 Full Interviews Senate chamber. Image source: cefa.org.au

Dr Alex Joiner of Industry Fund Management is concerned with the fiscal projections of the budget, but overall it does everything it needed to do.

Grant Fenn

February 6th, 2017 The C-Suite

It was a good day to be a CEO when Downer EDI’s Grant Fenn delivered an 8.5 per cent increase in interim net profit and forecast a profit upgrade on the release of their first half results for FY16/17. The sharemarket responded immediately and their stock price soared 13% to a six year high.

Downer is a leading provider of services including: Transport; Technology and Communications; Utilities; Engineering, Construction and Maintenance; Mining; and Rail. But even with their diversified portfolio of work Fenn tells Alan Kohler that they still face pressure from competitors, contracts ending and customers taking their services in-house.




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