The state of Australian banks and managing your ASX equities
Australia’s ‘Big 4’ banks look noticeably expensive and face continuing headwinds in 2024. Explore the outlook and key considerations for your Australian equities exposure.
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Australia’s ‘Big 4’ banks look noticeably expensive and face continuing headwinds in 2024. Explore the outlook and key considerations for your Australian equities exposure.
You may have seen names such as KKR & Co Inc (NYSE: KKR), Ares Management Corp (NYSE: ARES), Blackstone Inc (NYSE: BX), Goldman Sachs Group Inc (NYSE: GS) in the financial press. They are deal makers and capital markets specialists. Each of these ‘giants’ runs a listed private credit company.
Reflecting on the current economic climate and market dynamics, we’ve compiled four investment ideas and the ETFs you can potentially consider to help navigate the year ahead, and beyond.
We continue to seek companies that meet needs over wants. Naturally, these companies have few substitutes and therefore pass on costs more easily, enabling them to retain market share and protect profits. Below we share three such companies in the portfolio.
Uranium has been around for decades. The average age of the US nuclear power plant is 42 years. Even Homer Simpson works in one! The price of the underlying commodity is relatively slow-moving.
The local market was buoyed by another strong day of reporting by Australia’s largest companies, with both the All Ordinaries (INDEXASX: XAO) and S&P/ASX 200 (INDEXASX: XJO) gaining 0.3 per cent on Thursday.
The Boral Ltd (ASX:BLD) share price has jumped 10% after the company reported strong growth in its FY24 first-half result.
Here’s today’s The Match Out report from Market Matters’ James Gerrish. Key point: the S&P/ASX 200 (INDEXASX: XJO) finished up +0.31% to 7,639.20.
The Cochlear Limited (ASX:COH) share price is up 4% after the ASX healthcare share revealed a strong FY24 earnings update.
Australia’s ‘Big 4’ banks look noticeably expensive and face continuing headwinds in 2024. Explore the outlook and key considerations for your Australian equities exposure.
You may have seen names such as KKR & Co Inc (NYSE: KKR), Ares Management Corp (NYSE: ARES), Blackstone Inc (NYSE: BX), Goldman Sachs Group Inc (NYSE: GS) in the financial press. They are deal makers and capital markets specialists. Each of these ‘giants’ runs a listed private credit company.
Reflecting on the current economic climate and market dynamics, we’ve compiled four investment ideas and the ETFs you can potentially consider to help navigate the year ahead, and beyond.
We continue to seek companies that meet needs over wants. Naturally, these companies have few substitutes and therefore pass on costs more easily, enabling them to retain market share and protect profits. Below we share three such companies in the portfolio.
Uranium has been around for decades. The average age of the US nuclear power plant is 42 years. Even Homer Simpson works in one! The price of the underlying commodity is relatively slow-moving.
The local market was buoyed by another strong day of reporting by Australia’s largest companies, with both the All Ordinaries (INDEXASX: XAO) and S&P/ASX 200 (INDEXASX: XJO) gaining 0.3 per cent on Thursday.
The Boral Ltd (ASX:BLD) share price has jumped 10% after the company reported strong growth in its FY24 first-half result.
Here’s today’s The Match Out report from Market Matters’ James Gerrish. Key point: the S&P/ASX 200 (INDEXASX: XJO) finished up +0.31% to 7,639.20.
The Cochlear Limited (ASX:COH) share price is up 4% after the ASX healthcare share revealed a strong FY24 earnings update.
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