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28 August 2019
The busiest time of the year for investors is over; fund managers are finally returning home to see their families, and investors no longer need to be as concerned about a portfolio holding rising or falling by 10% as the market opens. This August, just 22.4% of stocks covered by FNArena beating expectations, the weakest result in more than three years, with the ratio of beats to misses also sitting at multi-year lows. It’s not all bad news though, as the number of ratings upgrades improving significantly compared to February.
In this week’s Thematic discussion, Ben Clark from TMS Capital speaks to Jun Bei Liu from Tribeca and Andrew Mitchell from Ophir Asset Management to get their take on how the health of corporate Australia is holding up this year.
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