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Australia’s biggest bank names Matt Comyn as CEO

Australia’s biggest bank names Matt Comyn as CEO

BLOOMBERG | “A surprising appointment given the internal issues Commonwealth Bank has had in recent years, of which senior executives must hold some accountability,” said Daniel Mueller, a Sydney-based portfolio manager at Vertium Asset Management Pty, which owns shares in the lender. “He has to restore the external perception of the bank. That’s easier said […]

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30, January 2018
Australian equities | Australian shares
The sky is not falling, but storm clouds are brewing

The sky is not falling, but storm clouds are brewing

JASON TEH | The sky is not falling was the message in September 2017. Our message was that the overall market did not show excessive valuations, which generally is a precursor to stock market corrections. However, our market outlook dimmed due to recent ‘risk-on’ rally, where most of the year’s return was delivered in the […]

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29, January 2018
Australian equities | Australian shares
Latest report | Vertium Equity Income Fund

Latest report | Vertium Equity Income Fund

QUARTER TO 31 DEC 2017 | The Vertium Equity Income Fund returned 2.96% for the quarter to 31 December. View report

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23, January 2018
Uncategorized
Storm clouds are brewing

Storm clouds are brewing

THE CONSTANT INVESTOR | Buyer beware, increased volatility is expected in 2018. The Australian market blasted off to stratospheric heights by delivering most of the calendar year returns during the last quarter. The rocket fuel for the market has been resource stocks and small-cap stocks related to electric vehicles, technology themes and companies linked to […]

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12, January 2018
Australian equities | Australian shares