Quarterly Thought Pieces

Welcome to the Novaport Quarterly Thought Pieces. Each quarter we'll pick a topic of interest, or an issue we'd like to discuss. 

June 2017

Patience

While equity markets have been willing to pay premiums for known yield and growth trends, they remain impatient and less willing to take a view where these trends are changing. As a result, we think patience continues to provide a rewarding frontier in the current environment.  

June 2017 PDF 

 

Previous Quarterly Thought Pieces:

  1. March 2017: Market Recap - Webinar PDF
  2. December 2016: Aged Care - elderly who are expected to live for longer - Webinar PDF
  3. September 2016: Let's face it we're all getting older - Webinar PDF
  4. June 2016: East Coast gas markets at a crossroads - Webinar PDF
  5. March 2016: Earnings certainty and risky share prices - Webinar PDF
  6. September 2015: Resources - dead cat bounce or has something changed - Webinar PDF
  7. June 2015: Assessing the impact of a lower Australian dollar - Webinar PDF

Click here to access our archive of Quarterly Thought Pieces.