News

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30 January 2018 -

US Events – Fed Focus & Trump | Auckland Airport

With Wall Street at record highs, investors will eye a Federal Reserve meeting, and US President Donald Trump’s first State of the Union address this week. The US earnings season is now also in full-swing, with a number of high-profile corporate profit re

26 January 2018 -

Mixed Markets | Value in Healthscope?

One of our key investment themes is that an ageing population will drive demand for healthcare services.

25 January 2018 -

QBE Insurance Group Limited (QBE.ASX)

Another mean reversion opportunity provided by QBE

25 January 2018 -

US Protectionism & USD Weakness | NZ Refining Update

Global markets slipped overnight with European markets selling off more the Wall Street. In contrast, both the Australian and New Zealand dollar have continued on an upward trajectory recently, particularly against the US dollar which has been surprisingl

24 January 2018 -

Healthscope Limited (HSO.ASX)

Is this perennial poor performer starting to show strength?

24 January 2018 -

Focus on the Long-Term

24 January 2018 -

Gaining Interest

24 January 2018 -

2018, a Clean Start

24 January 2018 -

Margins Pump Up Numbers