Defensives: perception v reality

Defensives: perception v reality

JASON TEH | Are Australian bond-like proxies going to suffer a bondcano moment? Certainly, stocks that have defensive characteristics have been sold down in recent months. And bond bears would have it that they are collateral damage from rising US yields. However, we believe this is a false narrative. Hence, we need to go back […]

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11, April 2018
Australian equities | Australian shares
Sydney Airport annual profits jump 9pc on surge in international travellers

Sydney Airport annual profits jump 9pc on surge in international travellers

AUSTRALIAN FINANCIAL REVIEW | Daniel Mueller, portfolio manager at Vertium Asset Management, said that Sydney Airport may have “left a bit of powder dry” on the dividend forecast, with investors hoping for a slightly higher dividend of around 38¢. Read full article in the Australian Financial Review

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22, February 2018
Australian equities | Australian shares | Reporting season