First ten weeks of FY25, interest rates, Gold miners, Emeco and Santos
The first ten weeks of the 2025 financial year have been characterised by robust equity markets, heightened corporate activity, and renewed confidence that the monetary policy cycle has turned. The ASX has gained 4.5%, including dividends, reflecting resilient earnings and easing macro headwinds.
Reporting season concludes: Bapcor, Nib Insurance, Lynas Corporation and IGO Limited
The profit reporting season concluded last week, and we were pleased with the overall market growth and the relative performance of our client portfolios. See this month’s CIO video for more details.
This week’s Investment Matters covers some interesting economic data and results from three portfolio companies, Bapcor, Nib Insurance, Lynas Corporation and IGO Group.
Consolidation of Newcrest/Newmont – Do we continue to hold?
To provide a more complete investment picture, we will continue to provide some updates on the prospects of our sub-portfolios’ companies as gleaned from our coverage of the ASX Company Profit Reporting Season.
Company Profit Reporting Season – the final instalment
To provide a more complete investment picture, we will continue to provide some updates on the prospects of our sub-portfolios’ companies as gleaned from our coverage of the ASX Company Profit Reporting Season.