News

Wine company Treasury Wine Estates (TWE.AX) jumped 11.5% as profits more than doubled to $179.4 million (compared to $77.6m in the same period last year) as Asian demand continues to drive robust growth for the company. TWE has been one of our strongest h

For the second time since Friday, stocks and bonds have sold off together, leaving investors few places to hide. Equity markets and Bonds have been held up by accommodative central bank actions around the world. Now that there are signs of a reversal, wit

Markets have been very calm and we have now seen a 35-day streak of market calm without a daily move of more than 1% in the US stock market index. While August is generally quiet given it is summer vacation in America, this is the longest stretch of low v

Heading into the meeting, the outcomes of Jackson Hole could not only significantly drive interest rate expectations, but also set the tone for markets generally for the remainder of the year, in our view.

AU/NZ Earnings Season Update

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Yesterday the RBNZ released a consultation paper proposing changes to loan-to-value restrictions (LVRs) and also discussed the possibilities of introducing restrictions on the debt-to-income (DTI) lending ratio for home buyers over the coming months. De