In January, the HNW Australian Equity Portfolio had a solid absolute month up +4.08% though trailing the ASX200 TR of +4.57%, an acceptable outcome for a lower beta portfolio, though frustrating for the Portfolio’s fund manager as the last couple of trading [...]
The February 2025 reporting season kicked off today in a pleasing fashion. Amcor (AMC) This morning at the Australian investor unfriendly time of midnight, the world's largest consumer packaging company announced its results for the half year of 2025. Seeing the [...]
In December, the HNW Australian Equity Portfolio declined by -2.70%, slightly better than the ASX200 TR of -3.15%, with hopes of a “Santa Claus” rally on the ASX dashed by the US Fed, which indicated on the 18th December that 2025 would likely see fewer [...]
In November, the HNW Australian Equity Portfolio gained +3.8% matching the ASX200 TR +3.78%, a satisfactory outcome for a lower beta income-focused portfolio. Global markets, particularly the S&P500 (+6%), liked the look of another 4 years of Trump. Domestically, the February 2025 [...]
Amcor (AMC) This morning, the world's largest consumer packaging company announced a merger with Berry Global Packaging for US$8.2 billion. The HNW Portfolios have a 4% weight to AMC. Key Points: Merger Details: Amcor is acquiring global packing manufacturer Berry Global for [...]
Incitec Pivot (IPL) Today, the global fertiliser and explosives manufacturer reported their full-year 2024 results, which were above market expectations. The HNW Portfolios hold a 3% weighting to IPL. Key Points Solid Underlying Earnings: Earnings were up +18% to $580 million, driven [...]
ANZ Bank (ANZ) released its full-year results, which came in around market expectations, highlighting the increased competition in deposits and lending and the acquisition of Suncorp Bank. ANZ is the last of the big four banks to report this season, with CBA [...]
In October, the HNW Australian Equity Portfolio declined by -1.8%, trailing the ASX200 TR -1.31%. Global markets retreated between -1% and -3% in October on concerns about the US election, with commodities volatile on opaque indications of what the purported Chinese [...]
Westpac Banking Corporation (WBC) released its full-year results for 2024, which came in line with market expectations. Westpac is the first of the big four banks to report their full-year results this season, with ANZ and NAB later this week and [...]
Amcor (AMC): This morning, the world's largest consumer packaging company announced its results for the first quarter of 2025. It was pleasing to see the business continue its volume growth from August. The HNW Growth and Income Portfolios have a 4% [...]
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