News and Resources

We publish daily updates on investment topics and monthly updates on portfolios. Subscribe to receive our investment insights by email. Our clients can also access a range of resources from our downloads centre.

Media

15 August 2022

Our interview with SBS will be on air tonight, part of our “every second month” discussion with SBS news and finance. The TV section usually airs about 20 seconds worth, and the podcast version houses the whole thing. We chatted about the market, BSL, JBH, tech and some of our positioning. We’ll post the links…

Read More

Banks

15 August 2022

BEN result is out. Hammered.

Read More

China credit flows

15 August 2022

China’s credit flows are surprisingly weak.

Read More

TLS

15 August 2022

TLS result. A return to growth, at last.

Read More

AUD vs EUR and JPY

12 August 2022

Thinking about FX.

Read More

Managed accounts and the return gap

11 August 2022

Three pieces of evidence on why managed accounts should provide higher, more stable returns to investors.

Read More

US inflation

11 August 2022

US inflation with a zero MoM handle.

Read More

QBE

11 August 2022

Noting the QBE result.

Read More

CBA

10 August 2022

CBA result is out. More of the same, and we continue to see the stock as overvalued relative to peers.

Everyone thinks this, and is hasn’t made any difference, however.

Read More

COF

9 August 2022

A note on per share metrics.

Read More

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.

Receive our investment insights

Something went wrong. Please check your entries and try again.

Contact us to learn more