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Category: Australian Equities

AFR: Australian equity portfolio manager, Paul Parsons is weighing options amid James Hardie’s slide.

Posted on April 23, 2025 | by Katie Orsini | Leave a Comment on AFR: Australian equity portfolio manager, Paul Parsons is weighing options amid James Hardie’s slide.
Posted in Australian Equities, Media

James Hardie bid for Azek – Snatching Defeat from the Jaws of Victory

Posted on April 23, 2025 | by Katie Orsini | Leave a Comment on James Hardie bid for Azek – Snatching Defeat from the Jaws of Victory
Posted in Australian Equities

Australian Equities Market Outlook 2025

Posted on December 11, 2024 | by Austin Orsini | Leave a Comment on Australian Equities Market Outlook 2025
Posted in Australian Equities

Investor Daily: High valuations position Aussie banks as the most vulnerable sector in 2025

Posted on December 6, 2024 | by Austin Orsini | Leave a Comment on Investor Daily: High valuations position Aussie banks as the most vulnerable sector in 2025
Posted in Australian Equities, Media

Governance in Founder Led Businesses

Posted on October 29, 2024 | by Katie Orsini | Leave a Comment on Governance in Founder Led Businesses
Posted in Australian Equities

3 Key Lessons from Two Decades of Managing Australian Equities

Posted on October 28, 2024 | by Katie Orsini | Leave a Comment on 3 Key Lessons from Two Decades of Managing Australian Equities
Posted in Australian Equities

Summary of ESG & Stewardship activities over the quarter

Posted on September 22, 2024 | by Joel Maloney | Leave a Comment on Summary of ESG & Stewardship activities over the quarter
Posted in Australian Equities, Responsible Investment

Livewire Markets: The Aussie large-cap funds that have consistently beaten the market

Posted on August 8, 2024 | by Austin Orsini | Leave a Comment on Livewire Markets: The Aussie large-cap funds that have consistently beaten the market
Posted in Australian Equities, Media

We reflect on the key themes driving markets and the opportunities we are seeing

Posted on July 16, 2024 | by Joel Maloney | Leave a Comment on We reflect on the key themes driving markets and the opportunities we are seeing
Posted in Australian Equities

Data Centre Demand – ‘byteing’ off more than it can chew?

Posted on March 16, 2024 | by Joel Maloney | Leave a Comment on Data Centre Demand – ‘byteing’ off more than it can chew?
Posted in Australian Equities

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  • AFR: Australian equity portfolio manager, Paul Parsons is weighing options amid James Hardie’s slide.
  • James Hardie bid for Azek – Snatching Defeat from the Jaws of Victory
  • Northcape Board appointment and Audit, Risk & Compliance restructure
  • Australian Equities Market Outlook 2025
  • Fleur Wright presents at Sohn’s Hearts and Minds 2024

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