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.


30 August 2021

The WOW result was strong, and the market continues to reward the defensive earnings profile.

However, we can’t get comfort on the valuation, preferring to allocate elsewhere.

Read More


19 August 2021

The CSL result reflected the challenging environment in sourcing plasma.

We expect these supply side issues will resolve themselves in time.

Meanwhile, against that backdrop, the result was otherwise excellent, and the franchise value of CSL remains strong.

Read More


18 August 2021

The AMC result displays all the aspects of a quality company, with good growth prospects, trading at a reasonable price.

Read More

Market reactions

19 July 2021

With the shutdown of construction and non-essential retail the market turns attention to the possibility of a longer-than-expected lockdown, and those sectors most impacted.

We highlight our direct equities investment approach, namely Quality companies, those with strong balance sheets, robust margins, and resilient free cashflows, which provide our portfolios with the “sleep at night” factor regardless of the economic backdrop.

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