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Economic and Equities outlook: Summer of 2021/22 and beyond

26th November 2021

Economic and Equities outlook: Summer of 2021/22 and beyond

+ What is the outlook for the economy and equties and health measures bring the risk of COVID under control? Our CIO and Head of Equities, P...

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Video
Active investment management - the quiet achiever

29th October 2021

Active investment management - the quiet achiever

+ In all the recent talk on the rise of passive investment strategies, their active counterparts have been steadily compounding outperforman...

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Regulated Utilities: The epicentre of the global energy transition

25th October 2021

Regulated Utilities: The epicentre of the global energy transition

+ Renewable energy companies are the typical ‘go-to’ exposure for the multi-generational thematic of energy transition. However,...

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Countdown to Zero? Vanishing listed infrastructure to drive a shift offshore

11th October 2021

Countdown to Zero? Vanishing listed infrastructure to drive a shift offshore

2021 has been a momentous year for M&A in the ASX-listed Infrastructure sector – and its only September! Three proposed M&...

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Ausbil Reporting Season Wrap FY21

23rd September 2021

Ausbil Reporting Season Wrap FY21

+ How have Australia’s listed companies fared in FY21, did the earnings growth transpire, and what are companies telling us about the ...

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Global Small Caps: From unrecognised growth to future global titans

31st August 2021

Global Small Caps: From unrecognised growth to future global titans

+ Small companies offer the potential for growth that can exceed their larger peers over the long term, an assertion supported by the data. ...

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Iron Ore - Some Perspective on a Polarising Market

30th August 2021

Iron Ore - Some Perspective on a Polarising Market

+ Our expectations for Iron Ore prices to soften from their elevated levels were confirmed in recent weeks and had been based on two premise...

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Iron Ore - Some Perspective on a Polarising Market

30th July 2021

Iron Ore - Some Perspective on a Polarising Market

+ Iron Ore remains a commodity that polarises the market. While supply continues to be the main focus of the market, demand has
been ...

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Active dividend income after the pandemic: From 'pub with no beer' to multi-year growth outlook

30th July 2021

Active dividend income after the pandemic: From 'pub with no beer' to multi-year growth outlook

+ The pandemic and the COVID sell-down, a potential nightmare scenario for income investors, has given us a real-life stress test in wh...

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Outlook for Equities: The macro environment and the outlook for multi-year earnings growth

31st May 2021

Outlook for Equities: The macro environment and the outlook for multi-year earnings growth

+Faced with the headwinds of pronounced health and economic uncertainty, Ausbil’s investment process successfully navigated the extrem...

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2021 Ausbil Investment Roadshow - Paul Xiradis

14th May 2021

2021 Ausbil Investment Roadshow - Paul Xiradis

+ Ausbil Investment Management Executive Chairman, Chief Investment Officer and Head of Equities Paul Xiradis presents at the 2021 Ausbil In...

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2021 Ausbil Investment Roadshow - Jim Chronis

14th May 2021

2021 Ausbil Investment Roadshow - Jim Chronis

+ Ausbil Investment Management Chief Economist Jim Chronis presents at the 2021 Ausbil Investment Roadshow in Sydney.

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2021 Ausbil Investment Roadshow - Nicholas Condoleon

14th May 2021

2021 Ausbil Investment Roadshow - Nicholas Condoleon

+ Nicholas Condoleon, Portfolio Manager of the Ausbil Active Sustainable Equity and Head of Equities Research, presents at the 2021 Aus...

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Green Mining: Forget Tesla, EVs are everywhere

30th April 2021

Green Mining: Forget Tesla, EVs are everywhere

+ With a trend towards a low carbon future, we look at some of the opportunities, trends and challenges in reducing the carbon footprint of ...

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Communication tower infrastructure: Explaining the 'G's' that are changing communications

19th April 2021

Communication tower infrastructure: Explaining the 'G's' that are changing communications

+ After years of cable broadband, is 5G set to change everything in the communications market? How are the opportunities in 5G benefitt...

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Energy transition series: Gas LDC networks, is the future renewable?

15th December 2020

Energy transition series: Gas LDC networks, is the future renewable?

+ In a series on energy transition and the world’s investible infrastructure assets, Ausbil’s Global Listed Infrastructure ...

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Paul Xiradis on the Equity Market Outlook for 2021

3rd December 2020

Paul Xiradis on the Equity Market Outlook for 2021

+ Ausbil continues to forecast a 'u-shaped' recovery profile for the global and Australian economies, further supported by recent de...

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The New Paradigm for Commodities
Play

1st November 2020

The New Paradigm for Commodities

+ Watch Luke Smith and James Stewart, Ausbil's Global Resources Portfolio Managers discuss all things commodities with The Inside Networ...

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Developing opportunities in the electric vehicle supply chain

30th October 2020

Developing opportunities in the electric vehicle supply chain

+ This quarter, we wanted to focus on the significant medium-term opportunity around raw materials for Electric Vehicles (EVs), and particul...

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The 2020 US Election: An Infrastructure Perspective

28th September 2020

The 2020 US Election: An Infrastructure Perspective

+ Ausbil’s Listed Infrastructure Team has been looking over the form guide for the coming US election, and what differences the two ca...

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Tim Humphreys on the once-in-a-decade opportunity in infrastructure from COVID-19

30th June 2020

Tim Humphreys on the once-in-a-decade opportunity in infrastructure from COVID-19

+ The rapid, multi-sector, and indiscriminate sell-down in markets experienced in March 2020 as a result of COVID-19 was lightning fast...

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Video
Human rights and ethical sourcing: Asia driving developments in ESG

5th December 2019

Human rights and ethical sourcing: Asia driving developments in ESG

+ Our recent visit across Asia highlighted some major changes that can lead to new types of ESG risks, particularly in the human rights spac...

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Webinar - Ausbil Global SmallCap Fund
Play

1st November 2019

Webinar - Ausbil Global SmallCap Fund

+ Listen to our webinar with Simon Wood and Tobias Bucks, Portfolio Managers' of the Ausbil Global SmallCap Fund.

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Video
The compelling case for global natural resources

31st October 2019

The compelling case for global natural resources

+ Global resources, and their associated industries, offer investors significant benefits that are often difficult to access because of the ...

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Video
Ausbil Reporting Season Wrap - August 2019

16th September 2019

Ausbil Reporting Season Wrap - August 2019

+ Overall, the reporting season had mixed results with weak revisions to FY19 EPS growth, downgraded to just +1% from estimate of +9% at the...

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Back to the future: The superior risk return characteristics of the Ausbil essential infrastructure universe

5th August 2019

Back to the future: The superior risk return characteristics of the Ausbil essential infrastructure universe

+ So what is Ausbil essential infrastructure, and how does it provide such a favourable risk-adjusted return for investors
 

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Developments in iron ore: Supply contraction and Chinese demand drives prices higher

6th June 2019

Developments in iron ore: Supply contraction and Chinese demand drives prices higher

+ The world is paying significantly more for iron ore today than it was last year, largely because of a number of supply constraints, includ...

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Video

23rd April 2019

Ausbil Reporting Season Wrap

+ The reporting season for HY19 arrived in the wake of a strong global equity rebound with the Australian market delivering around 10% over ...

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Video
Paul Xiradis interview on Talking Business with Alan Kohler

1st March 2019

Paul Xiradis interview on Talking Business with Alan Kohler

+ Talking Business is an inflight entertainment radio program on Qantas, hosted by Alan Kohler. Each month business leaders, entreprene...

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Video

24th September 2018

Reporting Season Wrap

+ Profit results showed a broadly even split between companies that respectively missed and beat consensus earnings forecasts. Slightly more...

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Video
2018 Ausbil Roadshow - Australian Equity Market - Paul Xiradis
Play

31st May 2018

2018 Ausbil Roadshow - Australian Equity Market - Paul Xiradis

+ Paul Xiradis 

Executive Chairman, Chief Investment Officer, Head of Equities

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Video
2018 Ausbil Roadshow - Australian Equity Market - Gian Pandit
Play

31st May 2018

2018 Ausbil Roadshow - Australian Equity Market - Gian Pandit

+Gian Pandit 

Deputy Head of Equities

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Video
2018 Ausbil Roadshow - Australian Equity Market - Mason Willoughby-Thomas
Play

30th May 2018

2018 Ausbil Roadshow - Australian Equity Market - Mason Willoughby-Thomas

+ Mason Willoughby-Thomas

Portfolio Manager
Ausbil MicroCap Fund

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Video

28th February 2018

Telco's: Delivering an NBN Network to Australians

+ It was an exciting moment when the national broadband network (NBN) was first announced back in April 2009. The nation was promised fast i...

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Video

13th November 2017

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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Video

2nd October 2017

Increasing pressure on the consumer

+ The main focus during the profit reporting season was understandably on earnings and dividends, but at Ausbil Investment Management
...

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Video

10th May 2017

Ausbil Investment Markets Report - April 2017

+ The Reserve Bank of Australia (RBA) left the cash rate unchanged at 1.50% with a neutral bias. The statement highlighted a stronger global...

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Video

5th May 2017

Retail disruption set to escalate

+ The threat of Amazon’s arrival has heightened the intensely competitive retail landscape in Australia and highlighted the laggard na...

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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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Video

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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