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Portfolio change: switch fund class

24 June 2022

We’ve made a minor update to the multi-asset portfolios today. Our preferred cash fund is changing to a new APIR code.

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DAA change: reduce cash and alternatives, increase fixed interest

14 June 2022

With the yield for Australian government bonds increasing again overnight, we’ve again taken profits in alternatives and deployed the proceeds, along with some cash, into fixed interest.

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Equity change: reduce industrials

7 June 2022

We’ve taken profits in the last of our developer and contractor exposure within our direct equity allocations. The proceeds have been reinvested in high-quality companies that offer reasonable valuations and in stocks that stand to gain from higher interest rates.

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Equities change: trim industrials, add to materials

23 May 2022

We’ve made some updates to the Core Equity Portfolio to take advantage of some changes in stock pricing.

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DAA change: reduce alternatives, increase equities

10 May 2022

With equity markets falling, we’ve continued taking profits in alternatives and reinvested in international equities.

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DAA change: reduce alternatives, increase fixed income

5 May 2022

With the rise in bond yields yesterday we’ve continued to take profits in alternatives and increase our holdings in fixed interest.

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Equity change: take profits on stock under bid

29 April 2022

We’re taking profits on a stock under bid, and reinvesting in other sectors.

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Portfolio changes: increase rates exposure, reduce energy exposure

13 April 2022

With interest rates continuing to rise to levels we haven’t seen for half a decade, we’re updating the positioning of the portfolios.

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Equity change: rebalance financials

8 April 2022

We’re selling our remaining allocation to wealth managers and reinvesting in banks.

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Concentrated portfolio change: take profits on takeover offer

4 April 2022

A stock in the Concentrated Portfolio has come under offer. We prefer to take profits and reinvest the proceeds in other stocks in the portfolio.

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Important Information: This document has been prepared by Aequitas Investment Partners ABN 92 644 165 266 (“Aequitas”, “our”, “we”), a Corporate Authorised Representative (no. 1284389) of C2 Financial Services, (Australian Financial Services Licensee no. 502171), and is for distribution within Australia to wholesale clients and financial advisers only.

This document is based on information available at the time of publishing, information which we believe is correct and any opinions, conclusions or forecasts are reasonably held or made as at the time of its compilation, but no warranty is made as to its accuracy, reliability or completeness. To the extent permitted by law, neither Aequitas nor any of its affiliates accept liability to any person for loss or damage arising from the use of the information herein.

Please note that past performance is not a reliable indicator of future performance.

General Advice Warning: This document has been prepared without taking into account your objectives, financial situation or needs, and therefore you should consider its appropriateness, having regard to your objectives, financial situation and needs. Before making any decision about whether to acquire a financial product, you should obtain and read the relevant Product Disclosure Statement (PDS) or Investor Directed Portfolio Service Guide (IDPS Guide) and consider talking to a financial adviser.

Taxation warning: Any taxation considerations are general and based on present taxation laws and may be subject to change. Aequitas is not a registered tax (financial) adviser under the Tax Agent Services Act 2009 and investors should seek tax advice from a registered tax agent or a registered tax (financial) adviser if they intend to rely on this information to satisfy the liabilities or obligations or claim entitlements that arise, or could arise, under a taxation law.

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