Conviction Insights represents our highest conviction calls from across our coverage universe. This month we add United Malt (UMG) to our Conviction Insights lineup. A large commercial malt producer with processing plants in North America, Australia and the UK, our inclusion of UMG and our overweight recommendation rests on a number of factors:
5th Nov, 2020
The RBA has stepped up its dovish rhetoric over the past few weeks in a series of speeches from key personnel including Governor Philip Lowe.
2nd Nov, 2020
We are now inside the final 2 weeks of the US election campaign. Aggregated poll surveys show Biden continues to lead by between 8 and 10 points although there is evidence of tightening in the past week as Trump launches a campaign blitz. By way of comparison, Hilary Clinton held a 6 point lead at the same point in 2016.
26th Oct, 2020
Wilsons was pleased to act as Joint Lead Manager to CleanSpace Holdings Limited $131.4 million Initial Public Offering (IPO). Shares in the company were issued at $4.41 per share and the first day of trading saw shares close up 68% at $7.42 per share.
23rd Oct, 2020
Our quarterly managed funds report outlines the pathway best-suited to deliver on our current asset allocation strategy and the basis on which our chosen funds are vetted. As well as revisiting the global uncertainties and opportunities that shaped our asset allocation strategy, we report on the performance of the funds we see as best placed to implement our tactical asset allocation position. We also profile some of our preferred funds across Australian equities, global hedge funds and non-traditional fixed interest.
21st Oct, 2020
Following the release of our Fourth Quarter Asset Allocation Strategy, in our Behind the Strategy video series Wilsons Head of Investment Strategy, David Cassidy and Wilsons Investment Advisor, Alexandra Kalceff discuss:
21st Oct, 2020
In our new video series, Wilsons Head of Investment Strategy, David Cassidy chats with Wilsons Investment Advisor, Alexandra Kalceff about the factors weighing on markets and shaping our asset allocation strategy.
7th Oct, 2020
Wilsons was pleased to act as Sole Lead Manager to 5G Networks Limited’s (5GN:ASX) recent institutional placement to raise approximately $18.2m. The funds raised will provide the company with the flexibility to grow its fibre network, pursue M&A opportunities and continue to implement its organic growth strategy.
23rd Aug, 2020