Portfolio Update – Macquarie Group

Macquarie Group (MQG): This morning, the global investment bank reported its full results for 2025, which were solid despite the half having much fewer investment banking deals and increased volatility in the marketplace. Overall, a solid result from the vampire kangaroo [...]

2025-08-08T17:11:20+10:00May 9, 2025|

Reporting Season – Westpac Banking Corporation

Westpac Banking Corporation (WBC) released its half-year results for 2025, 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 [...]

2025-08-08T17:12:53+10:00May 5, 2025|

HNW Monthly Performance – February 2025

During the volatile February reporting season, the HNW Australian Equity Portfolio declined by -3.18% ahead of the index’s return of -3.79%, a disappointing outcome as we were pleased with reporting season in aggregate, though the certain stocks were very frustrating. The key [...]

2025-04-16T15:40:23+10:00March 6, 2025|
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