Research for decisions as they’re being made
We produce cross-asset investment research for professional investors who want another source of evidence and judgement alongside their own process. It is the live body of work we use to form, test and update investment views as markets develop. You can use the research as a standalone service without appointing us to manage capital.
You do not need to agree with us for the research to be useful
The research gives you another body of work against which to test your own. Some clients use it alongside a substantial internal investment process. Others use it because maintaining the same breadth of research internally would not be practical. In either case, the investment decision remains yours.
Form or challenge an investment view
Use our work as another source of evidence when forming an allocation, security, manager or portfolio view, or when you want an existing view challenged from another direction.
Extend your research capability
Add research across markets and asset classes without having to build every capability internally.
Reduce the due-diligence burden
Draw on our ongoing company, fund, ETF and manager research rather than conducting every meeting and review independently.
Support decisions and communication
Use the research in portfolio discussions, investment committees and adviser or client conversations where additional evidence or context is useful.
A regular cadence, with research when the facts require it
The programme runs from daily market work through quarterly macro and asset allocation, with company, fund, ETF, thematic and other research added as needed.
Daily
Morning Report · Intraday Report
Weekly
ASX-listed hybrids · A-REITs · Listed Investment Companies
Monthly
Market Wrap · Monthly Investment Letter · Monthly Investment Series
Quarterly
Macroeconomic review · Strategy and asset allocation
As needed
Equity research · Managed fund and ETF research · Company and manager meetings · Thematic research · Site visits and international research · Time-sensitive updates
You should be able to see how we got there
The service combines the research itself, the work behind our conclusions and direct access to the investment team. Clients can see what we think and how we reached the view, then speak with us when they want to question it or discuss what has changed.
What the research contains
Our work spans macroeconomics, Australian and global equities, managed funds and ETFs. Where it matters, the research should show more than the conclusion, including the investment case, assumptions, evidence, risks and what could change our view.
How we research
Market and economic data, company disclosures, company and manager meetings, specialist research and third-party systems all feed the process. They are inputs to our work. We do our own analysis and reach our own investment conclusions.
Access to the investment team
Research clients can speak directly with the investment team to question a view, discuss an investment or understand what has changed. The people producing the research are the people you hear from.
$300 + GST per adviser per month
The adviser subscription covers the Investment Research service across asset classes, including the scheduled programme, additional research as needed and direct access to the investment team.
What it covers
The subscription covers research across macroeconomics and asset allocation, Australian and global equities, A-REITs, hybrids, managed funds and ETFs, together with other work produced through the programme.
What we don’t get paid for
No manager pays us for research coverage. We receive no rebates, shelf-space payments, distribution fees or referral fees from platforms or fund managers. Our research revenue comes from client subscriptions.
See the research for yourself
If you want to judge whether the programme is useful to the way you invest, start with the work itself. We can send you a sample, or you can try the live service for 30 days.
- Telephone
- +61 2 9696 8163
- Office
- Level 2, 44 Bridge Street
Sydney NSW 2000