Investing Report Archive

QBE is travelling well despite recent natural disasters

Wednesday, October 3rd, 2018
Every time there is a natural disaster, investors ask what it means for insurance stocks, so QBE Insurance Group is topical after the damage last month to the US states of North and South Carolina from Hurricane Florence, the first...Click to view

The Housing Correction We Have to Have

Wednesday, October 3rd, 2018
Over recent weeks, we have highlighted that there are two main international macro events that will need to be closely monitored over the coming months. Each could impact the performance of investment markets in 2019. The first is the tariff...Click to view

The new BHP emerges from the failed US shale adventure

Thursday, September 27th, 2018
For ASX investors, BHP Billiton shares have emerged as a frontline exposure to the US-China trade conflict, which explains the recent retracement below $31 after the earlier April-June rally priced in the benefits of divesting the non-core US shale assets....Click to view

Small-caps with strong secular growth

Thursday, September 27th, 2018
 Clime Group owns shares in APT, CGL and RWC....Click to view

Trade disputes

Thursday, September 27th, 2018
Click to view

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