Quarterly Thought Pieces

Welcome to the Novaport Quarterly Thought Pieces. Each quarter Sinclair Currie will pick a topic of interest, or an issue to discuss. 

September 2018

What Has Changed?

Equity markets crumbled further during October and November (albeit from what was an elevated level). It was notable that many of the stocks which fell the furthest (20% declines have not been uncommon) did not report any change in their outlook. So what has changed? 

 

Read the full report here

 

Previous Quarterly Thought Pieces:

  1. June 2018: An Eruption of Disruption? - Webcast PDF
  2. March 2018: Hey Facebook! There’s a snail in my bottle - Webcast | PDF
  3. December 2017: China's strategy is changing - Webcast | PDF
  4. June 2017: PatienceWebcast | PDF 
  5. March 2017: Market RecapWebcast PDF 
  6. December 2016: Aged Care - elderly who are expected to live for longer - Webcast PDF 
  7. September 2016: Let's face it we're all getting older - Webcast | PDF
  8. June 2016: East Coast gas markets at a crossroads - Webcast | PDF
  9. March 2016: Earnings certainty and risky share prices - Webcast | PDF
  10. September 2015: Resources - dead cat bounce or has something changed - Webcast | PDF

Click here to access our archive of Quarterly Thought Pieces.