QBE Insurance (QBE): The global insurer released its first half 2025 profit results, confirming the continuation of positive trends in the insurance industry with increasing premiums and lower claims inflation. The HNW Growth Portfolio has a 5.4% weight to QBE. Key [...]
In July, the HNW Australian Equity Portfolio had a pleasing month up +2.74%, ahead of the ASX 200 TR (ex LPT) return of 2.29%. There was minimal company-specific news due to companies being in blackout before releasing their six-month financial results in August. [...]
This morning, Bapcor (BAP), Australia's largest vehicle parts, accessories, and equipment provider, reported a trading update for the last quarter of 2025 and guidance for its August reporting season, which was below market expectations. The Funds Management Gods punished Atlas’ hubris revealed [...]
In June, the HNW Australian Equity Portfolio posted a +1.37% gain just behind the ASX 200 TR return of 1.41%. There was minimal news due to companies being in blackout before releasing their six-month financial results in August, except for the last-minute earnings [...]
During May, the HNW Australian Equity Portfolio gained +3.86%, behind the ASX 200 TR return of +4.2%. Global markets were stronger in May after three negative months under Trump and tariff fatigue setting in amongst investors. In Australia the key news was [...]
Dyno Nobel née Incitec Pivot (DNL): Today, the global fertiliser and explosives manufacturer reported their first half of 2025 results, which was pleasant to see management making prudent moves in selling assets. Changing tack from trying to sell the whole business [...]
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 [...]
ANZ Bank (ANZ) released their first half of 2025 results, which came in around market expectations with the acquisition of Suncorp Bank which has performed better than expected. ANZ is the last of the big four banks to report this season, with [...]
During April, the HNW Australian Equity Portfolio gained +2.04%, behind the ASX 200 TR return of +3.46%. A positive absolute outcome for the month seemed very unlikely after the battering investors took in early April. April proved to be the most volatile [...]
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 [...]
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