STOCK WATCH

Gold stocks to roar in the Trump Economy
29 Feb 2024 - Gold stocks are out of sorts currently…but looked primed to rumble down the line. Click here to visit the Fat Tail Investment Research website. https://fattail.com.au/contact/

Analysis of Servcorp, Reece and Universal Store Holdings
28 Feb 2024 - Fund Manager Chris Pedersen discusses Servcorp (ASX:SRV), Reece (ASX:REH) and Universal Store Holdings (ASX:UNI).

Global Matters: Gridlock - the vital role of Australia's transmission infrastructure
27 Feb 2024 - In this article, Christopher James (Senior Investment Analyst), analyses the drivers of electricity transmission investment, key challenges, potential solutions, and the broader investment opportunities within energy transition in Australia. Click here to visit the 4D Infrastructure website. https://www.4dinfra.com/

Winston's Weekly: A wrap up of this week's A-REIT results and a capital raise
23 Feb 2024 - Winston Sammut, the Director Property of Euree Asset Management, gives his weekly take on the REITs sector. A number of the larger REIT's, including Scentre Group, Charter Hall, Stockland, GPT , Ingenia and Lifestyle Communities announced their results this week with no real surprises.

Analysis of Suncorp Group and Goodman Group
21 Feb 2024 - Fund Manager Chris Pedersen discusses global markets, Suncorp Group and Goodman Group.

Investment Perspectives: Global real estate - the outlook and themes for 2024
20 Feb 2024 - In the aftermath of a volatile macroeconomic year, this article delves into the global real estate outlook for 2024, highlighting some interesting themes across senior housing, retail, industrial, Japan and data centres. Click here to visit the Quay Global Investors website. https://www.quaygi.com/

Winston's Weekly: Updates on A-REIT results and recent economic data releases
16 Feb 2024 - Winston Sammut, the Director Property of Euree Asset Management, gives his weekly take on the REITs sector.

Analysis of a2 Milk and HUB24
14 Feb 2024 - Fund Manager Chris Pedersen discusses global markets, best and worst performers in January, the relation between consumer sentiment and recessions, debt to GDP, HUB24 and The a2 Milk Company.

Winston's Weekly: The start of the December 2023 reporting period
09 Feb 2024 - With a few A-REITs releasing their December 2024 Half Year Results this week, next week sees a number of the larger REITs' result which will provide a broader picture of the health of the property sector.

Job losses, Megaport, Pinnacle, Origin, GQG
07 Feb 2024 - Fund Manager Chris Pedersen discusses Megaport, Pinnacle Investment Management Group, Origin Energy and GQG Partners.