Australian equity portfolio Note: Default is in AUD unless otherwise stated. Amcor Plc (ASX: AMC) Share price 14/9/22: $17.70 Result FY22 Revenue US$14.544b, up 13% on the pcp. Underling EPS US$0.805, an increase of 7% on the pcp (at the upper end of the FY22 guidance). Key points FY23 guidance was given for adjusted EPS […]

The Australian property market has seen substantial ebbs and flows in recent years following the onset of the coronavirus pandemic in 2020.

While there is a risk that inflation continues climbing in the short-term, there are also early signs that inflation pressures may be peaking. If recession risks transpire, they may aide the battle against inflation.

Welcome to our Economic and Market Outlook – July 2022. This edition covers the following topics

Sydney investment advice | The information in this article is current as at 1 July 2022. Overview The MSCI World (ex-Australia) Gross Total Return Index (AUD) returned -8.3% over the three months and -6.1% over the year to 30 June 2022. MSCI World excluding Australia Gross Total Return Index (Jun-21 to Jun-22) Source: MSCI Outlook The earnings […]

Sydney investment advice | The information in this article is current as at 1 July 2022. Part 1: Overview At the start of 2020 the world was facing a pandemic that had the capacity to upend the lives and livelihoods of billions. The collapse of global share markets was ultimately averted thanks to both the rapid intervention […]

Sydney investment advice | The information in this article is current as at 1 July 2022. Overview The S&P/ASX 200 Total Return Index returned -11.9% over the three months and -6.5% over the year to 30 June 2022. S&P/ASX 200 Accumulation Index (Jun-21 to Jun-22) Source: S&P/ASX Outlook Recommendation: Maintain neutral. The Australian sharemarket has been volatile […]

Sydney investment advice | The information in this article is current as at 1 July 2022. Part 1: Overview Monetary policy The Reserve Bank of Australia (RBA) shifted its policy stance materially during the June quarter with two rate hikes of 0.25% and 0.50% to take the cash rate to 0.85%. This was despite wage […]

Welcome to our latest Wealth Management Update. This edition covers the following topics: Banking reporting season update Take a look at the H1FY22 financial results for the four Australian banking majors, along with an overview and our commentary on these results. We delve into net interest margins, cash earnings, operating expenses, return on equity, capital […]

Russia invaded Ukraine on 24 February 2022 across multiple points along their shared border. While there were initial calls of a swift Russian victory, those began to falter as time wore on and Ukrainian resistance surprised outside observers. The snapshots below compare the state of Russian inroads at the end of March and early June. […]