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.

China

18 October 2021

The latest China print remains underwhelming. We consider the latest data, in context of our positioning.

Read More

MGX

30 September 2021

A short look at a mid-sized iron ore producer.

Read More

Commodities

17 September 2021

A follow up to our earlier note on iron ore.

Read More

Commodity prices

13 September 2021

A short reflection on Taleb’s latest phraseology, applied to commodities and inflation more generally.

Read More

Iron ore

9 August 2021

We table our thoughts on the price moves in iron ore, which whilst at first blush they might seem sizeable ($230 to $175/tn) is really nothing yet.

But it will be, we think, shortly.

Read More

Australian and US GDP, commodities and builders

2 June 2021

We look at today’s GDP print, make the case for why we don’t see high commodity prices as remotely sustainable, and touch on the building materials companies.

Read More

Commodities, IVC, A2M and DMP

26 May 2021

We look at recent commodity price moves, review Invocare an.d A2 Milk, with a comment on Domino’s Pizza

Read More

Market review

10 May 2021

Today’s topics State of play Factor premia Commodities Aus macro Iron ore Sector performance State of play An extension of last month’s playbook, flat to down yields, rising breakevens, surging commodities and narrowing credit spreads. We continue to trim equities into market strength, and are now ~-5% underweight shares at the overall portfolio level. Factor…

Read More

Global macro update

6 May 2021

Global growth is strong. We look at the strength of the recovery and consider implications for commodities and sectors.

Read More

Bond yield rises

21 March 2021

The “taperless tantrum” in bonds, and why we’re considering reducing our emerging markets exposures.

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