Budget 2017, banking sector half-yearly reports, & Amazon’s impact on advertising

May 3rd, 2017 Research Watch

This week, policy wonks, political geeks and financial number-crunchers turn their attention to Canberra in the lead up to Budget Night 2017, and analysts have already begun to look at potential impacts on various sectors. Meanwhile, the banks are releasing their half yearly figures, and some are questioning how long the good times (or earnings) are going to roll, if mortgage repricing begins to slacken. Plus, if you think Amazon is only going to impact on the retail sector, Morgan Stanley urges you to think again.

Boards and management obliged to consider climate change: Norton Rose Fulbright

May 3rd, 2017 Sustainability - With Rachel Alembakis

Board directors and senior management must give proper consideration to the risks of climate change, “with a view to ensuring that these risks are incorporated into strategic decision making, and appropriate consideration is given to the need for disclosure of relevant financial-related risks,” Norton Rose Fulbright said.

What is Australia’s investment outlook?

May 2nd, 2017 FUNDamentals

Selected fund managers write exclusively for The Constant Investor and address our question of the week. We also summarise the latest opinions of leading fund managers to bring you a range of views in one convenient location.

Budget will differentiate between good and bad debt

April 28th, 2017 Full Interviews

Treasurer Scott Morrison says the Federal Budget will separate debt into recurrent and capital by key spending areas. It’s not about satisfying ratings agencies, but about creating a spending discipline within government.

CPI Numbers: Retail sector offering deep discounts to shift product

April 26th, 2017 Full Interviews

Today’s CPI data for the quarter came in slightly lower than expected.

Annette Beacher, Chief Asia Pacific Economist for TD Securities says fuel and the seasonal increases in education are in-line with predictions.

What is the greatest risk for investors in 2017?

April 25th, 2017 FUNDamentals

In the FUNDamentals, we invite fund managers to write exclusively for The Constant Investor and address our question of the week. We also summarise the latest opinions of leading fund managers to bring you a range of views in one convenient location.

Remember the network effect when evaluating tech stocks

April 25th, 2017 Fund Managers

According to Nick Griffin the network effect is underestimated by most investors when looking at stocks like Amazon, Facebook and Google. It goes far beyond the physical network effect developed by retail and food chains.

FlexiGroup

April 24th, 2017 Top Stocks

FlexiGroup provides a range of finance products and payment solutions to consumers and businesses through a network of retail and business partners. This includes interest free cards and no interest ever payment plans and consumer and business leasing solutions. 24 April 2017 James Brandis spoke to Charles Leyland to update his Top Stocks. You said FlexiGroup … Continue reading “FlexiGroup”

Challenger replaces QBE

April 24th, 2017 Top Stocks

Challenger Limited is an ASX-listed investment management firm managing $64.7 billion in assets (as at 31 December 2016). 25 April 2017 James Brandis spoke to Charles Leyland to update his Top Stocks. Let’s start with QBE, (ASX: QBE). It’s done pretty well since you spoke to Alan in late November. Are you going to hang … Continue reading “Challenger replaces QBE”

Beyond the smartwatch – Catapult’s wearable tech processes 1000 data points a second

April 24th, 2017 The C-Suite

Catapult Sports (ASX: CAT) engineers wearable tech for athletes and not just your everyday fitbitters – elite sports. Catapult collects athletes’ data, all in the cloud on a subscription based service.




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