News and Resources

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Why the 60/40 portfolio isn’t dead

12 July 2021

We examine the case for bonds within a portfolio, using the simple 2 asset portfolio for illustrative purposes.

The conclusions are only strengthened by adding more imperfectly correlated asset classes, but 2 suffices for the points made here, and keeps it digestible.

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Stock stories

7 July 2021

We explore two stocks of interest, in a manner largely designed to share “thoughts out aloud”, and demonstrate some aspects of stockpicking.

We also revisit the retail sales prints, and make a forecast for next month.

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Portfolio updates June 2021

7 July 2021

June was another strong month for investment markets. Given the surging valuations we remain defensively positioned, and have taken profits on several stocks in the Core Equity Portfolio.

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RBA decision

6 July 2021

We look at the RBA’s statement on monetary policy, and examine the markets reaction.

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Portfolio changes

5 July 2021

Due to corporate activity, we exit SYD in our direct equity portfolios, and introduce MND as a Quality Value replacement.

[capitalised letters refer to factor premia/investment strategies of Quality and Value].

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Aus macro

5 July 2021

A short note on today’s key macroeconomic data prints.

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Financial year wrap

2 July 2021

We take a short look at the past year, the key drivers, and the case for deploying incremental capital, even as markets make new highs.

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Oil markets

30 June 2021

We look at the capital expenditure discipline of the oil and gas majors over the past decade, and consider a simple model for evaluating movements in the oil price when split into demand and supply dynamics.

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US macro, Aus lockdowns

28 June 2021

We look at the most important graph of 2020 and 2021, and explore how this underpins the deployment of capital across our diversified portfolios at the SAA level (with DAA tilts “overlaid” atop the SAA).

We also look at the first full day of trading under the NSW lockdown.

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Low volatility equities funds

24 June 2021

We look into low volatility equities. The performance and correlations of a range of funds is very similar despite them having very different strategies.

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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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