Investment Research

Independent cross-asset research, ready for decisions

We write research you can use. Each piece starts with the question, shows the evidence, states the bottom line, and sets the signposts that would change it. Work is produced in-house, authored and dated, with a visible change log. Clients include institutional funds, brokers and trading platforms, advice businesses, family offices and investment committees.

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AFSL No. 486279 · ABN 97 611 390 615 · Sydney HQ · Serving Wholesale & Professional Investors Globally

How We Run

Skin in the game. Independent. In-house.

Our research supports our own equity and multi-asset mandates, so it is written from a Portfolio Manager or CIO perspective and judged on outcomes. Coverage moves with opportunity, not with index weights or quotas. Cadence is agreed up front and met. Quick updates arrive by email. The full record sits in a secure portal with version control. Licensing is seat-based or firm-wide under your AFSL. Access is permissioned and activity is logged.

Research Architecture

Three engines, one discipline

Real-time models and macro

We track the indicators that move portfolios: policy, funding, liquidity and pricing. Live models frame ranges and risk, then translate into positioning and timing.

Equities and manager research

Institutional-quality company work across Australia and globally, focused on drivers, balance sheets, valuation, catalysts and risks. We also run independent due diligence on managed funds and ETFs for style, process, risk controls and fit. No paid ratings. No trading incentives.

Cross-asset allocation

Views that connect equities, listed credit, managed funds, ETFs and hybrids. The same logic guides our mandates and our research clients, so the path from view to implementation is clear.

Coverage

Where we focus

Macro

A structured program that tracks the indicators that matter across regions. The framework has evolved over a decade to reflect what actually moves outcomes.

ETFs

Practical coverage of core and tactical ETFs. We examine structure, liquidity, tracking, costs and fit-for-purpose.

Equities (Australia and global)

Institutional-quality coverage across sectors and market caps. We focus on business quality, valuation, catalysts and risks. We are not a broker and do not benefit from client trading.

Hybrids and listed credit

Regular publications on Australian listed hybrids and government bonds. We provide pricing context, valuation work and market developments.

Managed funds

Independent due diligence across asset classes and regions. We assess style, process, risk management and track record. We are not a paid ratings agency.

Themes and executive notes

Focused papers on enduring themes, plus notes from company, manager and expert meetings. We set out what was said, what it means and what to watch.

Who We Work With

Built for wholesale and professional clients

Institutions use us to complement internal teams and inform allocation and oversight. Advisers and AFSLs use decision-ready notes that support portfolio construction and client conversations. Family offices and committees value direct access to the authors and a retained record of what changed, when and why. Brokers and trading platforms draw on independent perspectives and trade ideas delivered to fit their workflow.

Access and Cadence

Clarity without noise

You will receive concise notes when they are useful, and deeper work when the question warrants it. Materials are authored, dated and version-controlled in a secure portal. We can schedule a regular call to match your investment cycle and handle specific requests where you need a view.

Independence and Governance

Conflict-aware by design

We operate under an Australian Financial Services Licence with documented policies for conflicts, research independence, best execution, privacy and complaints. We are not a broker and do not receive fees from managers for coverage. Research production and updates are recorded with a clear audit trail.

FAQs

Common questions. Straight answers

Both. We translate analysis into portfolio implications—sizing, timing and alternatives. If doing nothing is best, we say so.
Yes. We agree the agenda, cadence and access up front, review it regularly, and adjust as your priorities change.
To the cadence we set together, with quick updates when facts change.
Briefs for single questions, thematics for deeper dives, quarterly outlooks, process pieces and “portfolio implications”. All are authored and dated with exhibits attached.
Sources are cited in each note. Data, charts and methods are attached or linked. Revisions are tracked under version control so you can see what changed, when and why.
Email for updates; a secure portal for the full record. Access is permissioned, activity is logged and history is retained.
Licensing can be firm-wide under your AFSL or seat-based. Redistribution outside your licence requires our consent.
We are independent. We do not run investment banking or paid product ratings, we do not receive fees from managers for coverage, and we are not a broker.
We provide decision-ready implications, not execution instructions. For clients with mandates, implementation follows written policy inside their platform settings.
Yes. You have direct access to the authors. We can attend IC meetings or schedule regular calls to match your cycle.
We do not seek or accept MNPI. If something sensitive is received, we do not use it and we manage it under our policies.
After a short call to confirm scope, we share a sample pack, provision the portal and agree cadence. Timelines depend on coverage required, and we set them out in writing.
Recent examples across formats—typically a brief, a thematic and an outlook—each authored and dated, with exhibits and a change log.
Simple and transparent, based on scope, cadence and seats. We outline pricing in the proposal—no embedded product fees.