Shaw and Partners is proud to announce that its Separately Managed Account (SMA) platform has now surpassed $3 billion in Funds Under Management (FUM). Over the past twelve months ... Read More
INSIDE THIS ISSUE
- Q3 2020 Performance: The largest component of the S&P/ASX 300 Index is clearly now the Materials sector.
- Potential for a COVID-19 vaccine: The global race for a COVID-19 vaccine has come down to nine vaccines currently in Phase 3.
- Australian major banks: All banks are forecast to have an improving EPS outlook from FY20.
- The price of gold: We reiterate our bullish medium term thesis for gold price.
- Iron ore. Fade the rally: We maintain the view that investors should “fade” iron ore equities recent market strength.
- Bank hybrids explained: Value selection across the curve.
- PayPal enters BNPL: Ten years of a shift towards online sales has been captured in six months during COVID.
- Energy sector: The Energy Sector is past the worst of the COVID-19 crisis.
- Stock recommendations: Commonwealth Bank (CBA), Suncorp Group (SUN), South 32 (S32), Whitehaven (WHC), Coles (COL), Wisr (WZR), Beach Energy (BPT), Santos (STO), Geopacific (GPR), Strandline (STA), Rhipe 3 (RHP), Zip Co (Z1P).
