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Showing 1 - 10 of 287 results for "Reporting season"

REITs to finally see 'watershed' moment: Research

KARREN VERGARA  |  WEDNESDAY, 5 MAR 2025
... become a thing of the past, a new analyst note shows. Most REITs saw positive asset revaluations in the latest reporting season - some for the first time in 12 to 24 months. The office sector, however, remains the only detractor. "We found that on a ...

AI is not a bubble: ECP Asset Management

ELIZA BAVIN  |  TUESDAY, 25 FEB 2025
... going to change the way businesses are run, across basically every industry." Warton said the most recent US reporting season has only further reinforced that view, with many large companies increasing capex to meet demand. "The hyper-scale cloud providers ...

TenCap hedge fund eyes $3bn AUM

KARREN VERGARA  |  MONDAY, 3 FEB 2025
... structural trend or whether it's cyclical or it's company earnings. We want to be early," she said. "In every reporting season we outperform. We generate between 70 to 80% of our returns whether it's intra-reporting season, full-year reporting ...

Depreciating Aussie dollar could prove opportunistic

MATTHEW WAI  |  FRIDAY, 24 JAN 2025
Despite a turbulent reporting season ahead due to the depreciating Australian currency, Maple-Brown Abbott co-portfolio manager Matt Griffin has highlighted some of the sectors that stand to benefit. Over the last quarter the Australian dollar is down ...

Monash Investors merges with DMX AM

ELIZA BAVIN  |  TUESDAY, 13 AUG 2024
... important period when we can assess the progress of our investments," Monash Investors said. "Going into the reporting season we are confident in the prospects for all out positions and are looking forward to them presenting their results. It is also ...

Value versus growth: Market expectations in 2024

ANDREW MCKEAN  |  THURSDAY, 16 MAY 2024
... infrastructure investments begins to show, albeit with long and variable lags. He added that the upcoming August reporting season is expected to be relatively benign, with no dramatic changes anticipated. If the economy continues to hold up well, next ...

The funds delivering up to 30% returns: Mercer

ELIZA BAVIN  |  MONDAY, 29 APR 2024
... despite these over-performers, Australian equities underperformed global equities over the quarter. "The February reporting season was the key event investors focused on over the period, Results were mixed across sectors but overall seemed to suggest ...

Why this fundie sees the economy making a hard landing

ANDREW MCKEAN  |  MONDAY, 25 MAR 2024
'Goldilocks' soft-landing view, deteriorating consumer health and a poor growth outlook this Australian reporting season hints at a hard landing. "After digesting the latest information from reporting season results and company meetings our analysis ...

Reporting season may prove dramatic: UBS

CASSANDRA BALDINI  |  TUESDAY, 14 FEB 2023
Ongoing rate hikes will add a little drama to this year's reporting season; however, experts say things might be looking up for active stock pickers. UBS explained this is due to markets exiting the macro-driven stage of the market cycle and transitioning ...

Things to watch this reporting season: Morningstar

ANDREW MCKEAN  |  MONDAY, 13 FEB 2023
... before early 2024," Faul said. Accordingly, there are two overarching themes worth keeping top of mind during reporting season: the shifting demand-supply dynamics and the momentum of cost inflation. With these metrics expected to be more volatile than ...
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