News and Resources

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Equity change: reduce energy, increase health care

14 February 2022

We’ve made a minor update to the Core Equity Portfolio today, reducing our oil and gas exposure and increasing our position in health care.

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Equity change: bank changes

9 February 2022

We have made changes in the banking sector of our direct equity allocations.

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Portfolio update January 2022

8 February 2022

Our positioning protected the portfolios from much of the impact of the sell off across markets in January.

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Portfolio update December 2021

6 January 2022

December was another month of high dispersion across markets. The Federal Reserve issued more hawkish commentary than the market expected, which weighed on bonds, but equities continued to rise. This month value stocks took the lead over growth stocks. Our portfolio positioning added value but our international and Australian equities investments rose less than the broader market.

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Portfolio update November 2021

6 December 2021

November was a very mixed month for markets worldwide, but the gap between growth and value equities was bigger than the difference between asset classes. The increasing premium in valuation of growth stocks means we remain comfortable with our tilt to value.

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Market movements

5 November 2021

Noting the day’s outperformers in the equity market, and contrasting against our positioning.

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Why energy?

4 November 2021

We’re overweight energy in our Core Equity Portfolio, which runs counter to the popular narrative that coal is dead. This chart illustrates why.

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Portfolio update October 2021

3 November 2021

The portfolios gave up a little bit of September’s outperformance in October. The overall portfolio positioning added value as international equities outperformed domestic and bonds fell, but the tilt to value in equities subtracted value as growth stocks recovered some ground.

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SMSFs underperform

28 October 2021

A study from Monash University shows that on average, SMSF equity portfolio underperform the market by a wide margin.

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Portfolio performance September 2021

11 October 2021

September was a strong month for the portfolios, with our defensive positioning protecting the portfolios from the market drawdowns, and our tilts toward value investments and energy adding value as well. Click through for a short video and detailed commentary.

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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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