Wilsons is pleased to announce the addition of Tim Anderson and Richard Taylor to the Private Wealth Advisory team, spearheading the firm’s activity in the ACT region. With a combined experience of more than 30 years in wealth management, it marks an important milestone for Wilsons, who now have offices in all capital cities and several regional centres on the east coast of Australia.
8th Feb, 2021
On the cusp of February reporting season, we look at the outlook for dividends from the Australian market. With consumer discretionary and the materials sectors likely to be a source of dividend surprise during results season, this could raise a broader question around the profile of market dividends into FY22E and FY23E. In our monthly view on Australian equities, we explain why we think the market is potentially underestimating the dividend outlook, delving into:
4th Feb, 2021
Conviction Insights represents our highest conviction calls from across our coverage universe. This month we add Plenti Group (PLT) to our Conviction Insights lineup. A leading technology-focused non-bank lender focused on the personal, automotive and renewable energy sectors, its addition is driven by 3 key factors:
2nd Feb, 2021
The key question for investors ahead of the February reporting season is whether the improving outlook is appropriately priced, with the market at 20x FY21E earnings. In this week’s Australian equities outlook we:
29th Jan, 2021
Despite a resurgent virus in much of the world and recent signs of a renewed slowing in global activity, prospects for risk assets are quite good over the coming year.
27th Jan, 2021
Global markets over the holiday period have been in a risk-on mode as investors look through rising COVID-19 cases and lockdowns and instead focus on a vaccine-led economic re-opening, and the prospect of further fiscal stimulus – particularly from the new Biden Administration in the US. With the A$ rising in response to this risk-on mode in markets, we address whether a stronger A$ could threaten the market recovery in 2021? We cover:
21st Jan, 2021
Buoyed by the global roll-out of multiple COVID-19 vaccines, we think the pace of global GDP growth in 2021 will be close to the fastest in 50 years. Of course, this comes after 2020 saw one of the deepest (albeit short) contractions on record, but it will be a remarkable recovery nonetheless with the global share market revival poised to extend through 2021.
21st Dec, 2020
Wilsons are delighted to have acted Joint Lead Manager and Joint Underwriter on the $47m IPO of Top Shelf International, which listed on the ASX on the 10th of December 2020. Top Shelf is a Melbourne based producer and marketer of high-quality Australian spirit-based beverage brands, with an ambition to create high quality, authentic Aussie spirit brands.
15th Dec, 2020