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DAA change: investing cash

27 January 2022

As interest rates rise, we are investing some cash into fixed income.

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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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Aus macro

29 October 2021

Noting the RBA’s lack of defence of the YCC targets.

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Rates

19 October 2021

The market is choosing to fight the Fed, after all.

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Market movements

14 October 2021

A look at the market movers, and our positioning.

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Inflation

14 October 2021

We look at the US CPI print, out overnight.

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Rate sensitives

12 October 2021

A look at rate sensitive stocks.

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Real interest rates

15 June 2021

Today we look at the drivers of real interest rates and how we’ve positioned portfolios to deal with them. We also look at the influence of rates on the recent performance of stocks like RMD and ALU. And we touch on ESG investing and housing.

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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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