In this week’s video insight Joseph discusses the upcoming reporting season. We enter the February 2021 reporting season in a very different state to August last year, where expectations for the broader market had been revised downward due to concerns over the impact of coronavirus.
Among the plethora of IPOs in the back half of 2020 was one that caught our attention and passed our filters – Cashrewards (ASX:CRW). This is an innovative company with a very attractive business model. And it’s only just getting going.
In this week’s video insight Stuart discusses how the banks are positioned with a less economic fallout from the COVID-19 pandemic than first anticipated.
In this article for Firstlinks Andrew Macken analyses the broad forces he observes in the global economy today, and shares the key investment implications that are guiding the construction of the Montaka portfolios today.
In the week before Christmas, City Chic Collective (ASX:CCX) rewarded patient investors with what looks to be a highly strategic acquisition; securing the e-Commerce and wholesale assets of UK plus-size women’s retailer Evans from the Arcadia Group (debt-laden owner of Topshop) which recently entered into administration.
A lot will be written about events in calendar year 2020 and the impact COVID-19 had on many facets of our lives, not to mention the huge volatility in financial markets.
In this second video interview Gary Rollo catches up with Ingenia Communities Group (ASX:INA) Chief Executive Officer, Simon Owens to discuss the company’s strategy for profitably growing through Australia’s ageing demographics investment theme. Every day in Australia around 650 people turn 65, and that’s going to continue for the next 30 years.
Sunday, 8 March 2020, was not only International Women’s Day, but the ICC Women’s World T20 Cricket final, played between Australia and India at the Melbourne Cricket Ground, attended by over 86,000 spectators. (Australia won by 85 runs). Ten months later, over 85 million people globally have been infected and 1. 85 million people have passed-away from COVID-19.
Codan is a rare company with a clear market leading position in its niche and is producing very attractive returns and growth rates with sales growth of 28 per cent and profit growth of 40 per cent in FY20.
As 2020 draws to a close, the finance world is awash with market commentators making bold predictions for the year ahead. For what it’s worth, here’s mine: I think 2021 could see a surge in asset prices driven by the rollout of a COVID-19 vaccine, loose money supply and pent-up consumer demand.
With 2020 almost now behind us, I thought it was worthwhile looking at the year that was. It’s safe to say this year is unlikely to be forgotten for everyone, and not just those invested in equity markets.
