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Research Publications

Our clients have full access to our library of company research notes and investment strategy publications. Some of our key publications are shown below.

  • Company Research Notes

    Our Analysts each specialise in a group of stocks, making personal visits to companies to better understand their current performance and future prospects. Regular research notes are published on companies within the financials, consumer discretionary, consumer staples, health care, industrials, capital goods, information technology, telecommunications, energy, and materials sectors.

  • Australian Investor

    Our flagship wealth management publication designed to provide the tools and information you need to effectively manage your wealth. In each edition you’ll find articles on financial topics and macro investment views that help you understand the themes and trends relevant to your investment portfolio and your exposure to different asset classes, sectors and securities.

  • Morning Market

    A daily morning summary of overnight market movements on Australian and international equity, bond, currency and commodity markets. This publication is designed to bring you up to speed with what's been happening around the world, with commentary, close prices and and news on economic releases.

  • Momentum Monitor

    This report monitors market risks by tracking the support and resistance levels used by high frequency traders and applies the principle of trend identification and mean reversion to identify high probability risk targets.

  • Quality Investing

    This report applies two key criteria in finding stocks that are most likely to outperform the market in the long term. The first is to screen companies on high quality factors. The second is to identify value among the high quality companies. Our quant based fair value calculation take into account the company risk profile, profitability, cashflow and distributions.

  • High Yield Stocks

    This report scans the S&P/ ASX 200 universe for high yielding stocks, and identifies companies that are at risk of not meeting their forecast dividend payments by assessing a combination of factors including earnings revisions, free cash flow, variation in dividend estimates and the trend in payout ratios. Yields and P/Es are calculated using rolling 12-month forward consensus estimates.