Research & Insights

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26th April 2017

Team changes at Ausbil

+ Ausbil Investment Management announces the departure of two MicroCap personnel. After eight years of service, Tony Waters and Chris Prunty...

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13th April 2017

Ausbil Investment Markets Report - March 2017

+ United States (US) President Donald Trump withdrew the bill to overhaul the health care system due to a lack of support by Republican memb...

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4th April 2017

Iron Ore Markets

+ The strength in Iron Ore prices surprised most market commentators during 2016 and was the key driver for the significant level of earning...

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23rd March 2017

Ausbil Reporting Season Wrap

+ The Australian share market has recorded its best reporting season in seven years, experiencing a 4.4% upward earnings revision, with Mate...

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14th March 2017

Ausbil Investment Markets Report - February 2017

+ President Trump’s inaugural address before the US Congress provided little detail on upcoming tax and infrastructure policies. There...

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10th March 2017

US environmental future under President Trump

+ While the world is moving towards a cleaner economy, and we expect continued global regulatory action on climate change, President Trump h...

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13th February 2017

Ausbil refits for the future

+ Ausbil Investment Management has announced a repositioning of its senior leadership team to strengthen the focus on investment management ...

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10th February 2017

Ausbil Investment Markets Report - January 2017

+ Donald John Trump was inaugurated as the 45th President of the United States, pledging to “put America first”. 

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9th February 2017

Ausbil awarded $48 million Australian equity mandate by Uniting Financial Services

+ Ausbil Investment Management has been awarded a $48 million Australian equity mandate by Uniting Financial Services.

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16th January 2017

Ausbil Investment Markets Report - December 2016

+ The post US election ‘reflation’ investment positioning continued into the month of December. The US 10-year bond rose to a pe...

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12th January 2017

MacKay Shields - Global Bond Market 2017 Outlook

+ Dan Roberts, Head of the MacKay Shields Global Fixed Income Team, discusses the outlook for the global bond market for 2017

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12th December 2016

Telecoms: Keeping pace with the Fourth Industrial Revolution

+ Look around and you can see how technology has changed the way we live our lives, even as recently as five years ago. The pace of change f...

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12th December 2016

Ausbil Investment Markets Report - November 2016

+ Reflation is the new trade position adopted by financial markets, with global bonds under severe pressure, the US dollar appreciating and ...

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12th December 2016

Labour Rights and other ESG Issues in Asia - Måns Carlsson-Sweeny - Head of ESG Research

+ Måns Carlsson-Sweeny, Head of ESG Research at Ausbil Investment Management discusses labour rights and other ESG issues in Asia. 

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16th November 2016

Ausbil Investment Markets Report - October 2016

+ Sovereign long dated bond yields in the advanced economies rose sharply (prices fell) and yield curves steepened during October. The key d...

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10th November 2016

Highlights - Labour Rights and other ESG Issues in Asia

+ Highlights Edition - Labour rights in Asia & Other ESG Issues 

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7th November 2016

Grain Sector - Rural Awakening

+ At Ausbil Investment Management, we believe the near-term outlook for the grain sector is increasingly positive and that participants expo...

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27th October 2016

Candriam Sustainable Global Equity Fund // Wim Van Hyfte, Ph.D.//Candriam Investors Group

+ Wim Van Hyfte, Global Head of Responsible Investments and Research, at Candriam Investors Group, discusses the Candriam Sustainable Global...

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18th October 2016

Ausbil Investment Markets Report - September 2016

+ Australia is in a structural transition with the drivers of growth adjusting away from the previous resources boom. We expect real GD...

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11th October 2016

Ausbil awarded $330 million Australian equity mandate by MTAA Super

+ Ausbil Investment Management has been awarded a $330 million Australian equity mandate by MTAA Super for its Australian Active Equity Stra...

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11th October 2016

Retailing on the rise

+ At Ausbil Investment Management, we believe the outlook for Australian retailing is looking positive and bodes well for the ...

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30th September 2016

Post Earnings Season Seminar: An inflection point // Summary // Short Version

+ Short Version
+ Ausbil Investment Management held a panel discussion to discuss the recent reporting season with Paul Xir...

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19th September 2016

Is the fast fashion industry at an inflection point?

+ There has been a lot of investor focus on China's headline GDP growth numbers in recent times, however, the quality of the GDP growth ...

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15th September 2016

Ausbil Investment Markets Report - August 2016

+ During August the US Federal Reserve signalled it was getting closer to raising int...

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8th September 2016

Reporting Season Wrap

+ The latest reporting season represented an inflection point whereby the earnings base of the share market showed considerable dispers...

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31st August 2016

Unit Pricing Discretions Policy

+ The purpose of this document is to set out the approach taken by Ausbil in calculating unit prices for the Ausbil Funds and any discretion...

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23rd August 2016

Ausbil statement on Slavery

+ Slavery, which encompasses forced labour, bonded labour, human trafficking and child slavery, remains a widespread global issue ...

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15th August 2016

Ausbil Investment Markets Report - July 2016

+ Australia is in a structural transition with the drivers of growth adjusting away from the previous resource boom. Ausbil expect real GDP ...

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5th August 2016

Positive medium term outlook for Oil

+ At Ausbil Investment Management, we have high conviction that the outlook for the oil market will continue&...

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29th July 2016

Ausbil Investment Roadshow

+ 2016 Ausbil Investment Roadshow slides are now available 

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28th July 2016

MacKay Shields Unconstrained Bond Fund // Ross Youngman // Head of Institutional Business

+ Ross Youngman meets with Lou Cohen, Senior Portfolio Manager,  Global Fixed Income to discuss the benefits of the strategy and introd...

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19th July 2016

Ausbil discusses ESG // Head of ESG Research, Mans Carlsson-Sweeny

+ Head of ESG Research at Ausbil Investment Management, Mans Carlsson-Sweeny discusses his views on what ESG investing is and how ESG h...

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15th July 2016

Ausbil Investment Markets Report - June 2016

+ The dominant factor affecting global economies in the June quarter was the lead up to the UK Referendum, which was held on June 23rd,...

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11th July 2016

UK Referendum

+ The unexpected UK Referendum result has increased the level of uncertainty and volatility on global markets.

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30th June 2016

ICR Summary Table - Ausbil Investment Management

Indirect Cost Ratio as at June 2016. This document also details past Indirect Cost Ratios from 2014-2016.

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28th June 2016

Ausbil Brexit Response

+ The unexpected Brexit result has increased the level of uncertainty and volatility on global markets.

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20th June 2016

Australian Banking Sector - Banking Update

+ The Australian Banking sector can best be described as attractive in part because of its valuation metrics and dividend yield, but tr...

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16th June 2016

Ausbil Investment Markets Report - May 2016

+ Australia is in a structural transition with the drivers of growth adjusting away from the previous resources boom. Ausbil expect rea...

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15th June 2016

Ausbil Australian Active Equity // Paul Xiradis // CEO and Head of Equities

+ Paul discusses the local market, Ausbil's active approach to investing and foreign earning streams. 

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15th June 2016

Ausbil Emerging Leaders Fund Update // John Grace // Co-Head of Equities

+ John Grace, Co-Head of Equities provides an introduction to the Ausbil Emerging Leaders Fund and gives an insight into the Funds investmen...

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14th June 2016

Notice to Unitholders - Candriam Sustainable Global Equity Fund - Change to Investment Process

+ Candriam Sustainable Global Equity Fund - Change to Investment Process 

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6th June 2016

Banking Challenges

+ The Australian Banking sector is attractive in part because of its valuation metrics and dividend yield,but troubled in other areas where ...

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20th May 2016

Ausbil Investment Markets Report - April 2016

+ Ausbil has reviewed both international and domestic economics and provides insights into the Australian economic outlook. 

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19th May 2016

Budget to have minimal impact on Australian equities market

+ The 2016 Budget, released in early May, was expected to have a generally neutral impact on the domestic equity market, with some positives...

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4th May 2016

Conduct Risk - assessing intangible and cultural risks in the financial sector

+ At Ausbil, we believe the integration of environmental, social and governance (ESG) analysis with quality investment management can help i...

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15th March 2016

Ausbil 130/30 Focus Fund // Gian Pandit // Deputy Head of Equities

+ Gian Pandit, Deputy Head of Equities discusses the Ausbil 130/30 Focus Fund and provides an update on the fund. 

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9th March 2016

Negative interest rates

+ Central Banks in Europe and Japan have lowered their key interest rates to less than zero in a bid to stimulate activity and boost

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1st March 2016

Fund Information - Ausbil Australian Active Equity Fund

+ Investment Aim 
+ Key features of the strategy 
+ Key benefits of the strategy 
+ Investment style

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1st March 2016

Fund Information - Ausbil MicroCap Fund

+ Investment Aim
+ Key features of the strategy
+ What are MicroCaps?
+ Why MicroCaps?
+ Meet the Manager 

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1st March 2016

Fund Information - Ausbil 130/30 Focus Fund

+ Investment Aim 
+ Why Long Short?
+ Key features of the strategy
+ Investment Style 
+ Meet the Mana...

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1st March 2016

Fund Information - Ausbil Emerging Leaders Fund

+ Investment Aim
+ Key Features of the strategy
+ Investment Style
+ Meet the manager

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1st March 2016

Fund Information - Ausbil Geared Equity Fund

+ Investment Aim
+ Key features of the strategy
+ Key benefits of the strategy
+ Investment Style
+ Meet th...

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25th February 2016

Zenith Report - Ausbil Investment Trust - Ausbil MicroCap Fund

+ Adviser Use Only 

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17th February 2016

Australia: Not Asia's food bowl, but maybe it's deli

+ Ausbil Investment Management has reviewed the risks and opportunities related to the agriculture, food and beverage sectors. While there a...

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11th February 2016

Australia's leading export earners under pressure

+ Iron ore and oil prices have been savaged recently with negative ramifications for equity performance and Australia's export earnings ...

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1st February 2016

Lonsec Report - Ausbil Investment Trust - Ausbil MicroCap Fund

+ Adviser Use Only 

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22nd December 2015

What does the Paris climate change deal mean to investors?

+ The impacts on Australia from the Paris agreement might be see policy changes and changes in demand for Australia’s fossil fuel reso...

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26th November 2015

Zenith Report - Ausbil Investment Trust - Ausbil 130/30 Focus Fund

+ Adviser Use Only 

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10th November 2015

Building NSW Infrastructure

+ Large scale infrastructure projects worth more than $20 billion will significantly boost the NSW economy in the years ahead as the State u...

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27th October 2015

Ausbil appoints new Head of ESG Research

+ Ausbil Investment Management is pleased to announce that Måns Carlsson-Sweeny has commenced as Head of ESG Research.

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27th October 2015

Ausbil appoints Deputy Head of Equities

+ Ausbil Investment Management is pleased to announce that Gian Pandit has joined the Firm as Deputy Head of Equities

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8th October 2015

US interest rates stay on hold

+ US Federal Reserve decided not to increase official interest rates from the close to zero level that they have stood at since the depths o...

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10th September 2015

Reporting Season Wrap Up

+ The domestic profit reporting season was slightly weaker than expected, while softer guidance from corporate Australia has resulted in a s...

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31st August 2015

Economic Environment // Jim Chronis // Chief Economist

+ Ausbil Chief Economist, Jim Chronis provides an update on the economic environment and its implications for the local market.

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11th August 2015

Chinese volatility impacts the Australian Dollar

+ Sharp falls on the Chinese Equity market and weaker commodity prices combined to push the Australian dollar to a six year low in July 2015...

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8th July 2015

Government spending on infrastructure

+ Infrastructure spending has a key role to play in sustaining growth and generating confidence. Given public investment spending fell by 8 ...

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3rd July 2015

Financial Services Guide

+ This Financial Services Guide is an important document that tells you about the services and products that Ausbil Investment Manageme...

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11th June 2015

Capex Concerns

+ In Australia there is persistent uncertainty about the pace of the recovery in non-mining business investment.

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27th April 2015

Ausbil appoints new Head of Institutional Business

+ Ausbil Investment Management is pleased to announce that Ross Youngman has commenced as Head of Institutional Business.

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8th April 2015

Can the Australian economy continue to grow as mining slows down?

+ The rise in the unemployment rate and sub-trend growth of the economy over the past couple of years has prompted many Australians to ask: ...

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8th April 2015

Australian Active Equity Fund Update // John Grace

+ John Grace, Director of Equities, delivers an update for The Australian Active Equity Fund.

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12th March 2015

Dividend growth remains the key theme of profit season

+ At Ausbil, we're positive on the medium term outlook, but perhaps a little cautious in the short term given the mixed results recorded...

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4th March 2015

Ausbil Sydney office move

+ Ausbil Investment Management are now located at Level 27, Grosvenor Place, 225 George Street, Sydney, NSW.

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11th February 2015

Australian interest rates reach historic low

+ In early February, the Reserve Bank of Australia (RBA) cut the official cash rate by 25 basis points to 2.25%, citing weaker growth and ri...

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4th February 2015

Australian Equities earnings season preview

+ John Grace, Director Equities, gives an Australian equity market update, and a preview on what to expect from the February reporting seaso...

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7th January 2015

Low interest rates and currency will underpin the Australian economy in 2015

+ Low interest rates, cheaper petrol and a weaker Australian dollar look set to underpin the domestic economy in 2015.

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Disclaimer

The Lonsec Rating January 2016 presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to "General Advice" (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Ausbil Investment Management Limited product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria.

For further information regarding Lonsec's Ratings methodology, please refer to our website at: http://www.beyond.lonsec.com.au/intelligence/lonsec-ratings

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