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% [...]
Macquarie Group (MQG): This morning, the global investment bank reported its first results for 2025, which were solid despite half having much fewer investment banking deals and reduced energy price volatility in the marketplace. HNW Growth and Income Portfolios have 7% [...]
Mineral Resources (MIN): This morning, the diversified miner and mining services company confirmed in the press that five senior executives were using a British Virgin Islands company to buy machinery with shareholder funds between 2003 and 2011. The HNW Growth [...]
In September, the HNW Australian Equity Portfolio gained by +1.67%, trailing the ASX200 TR +2.68%, a disappointing outcome with the relative underperformance occurring during the final five days of the month after the announcement of measures in China to stimulate their faltering [...]
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