Bull or bear? 3 fundies on how they’re positioned for the (next) recovery

Published on Livewire The “reopening trade” was a dominant topic among investors as recently as just a few months ago, as we lifted our heads and began to imagine a life without lockdowns, strict social distancing and other measures that have become commonplace. Is now the time to bullish, bearish – or something else entirely? Read more

The planes don't fly, so is SYD still a buy?

Published on LiveWire
Sydney Airport and Transurban have been steady long-term performers. Whilst explosive growth is not a characteristic associated with infrastructure stocks, the stable and predictable earnings from their strategic assets make them an attractive proposition. Read more

Elston hires head of philanthropic services

Published on Financial Standard
Elston has welcomed a new head of philanthropic services, bringing 20 years' experience in similar roles. Susan Chenoweth has taken the role at Elston, joining from Australian Philanthropic Services where she served as head of the APS Foundation. Read more

Is the Glass Half Full for Amcor?

Amcor (AMC) is a global packaging manufacturer that’s positive about the future. With an incredible amount of focus on single-use plastics and recycling, AMC is looking to identify innovative solutions and quickly bring them to market. Read more

Finding winners in the mighty mid-caps

Published on Livewire
In this thematic episode of Buy Hold Sell, Livewire Markets' Bella Kidman sits down with Bruce and Catherine to talk all things midcaps, where they're seeing opportunity in the space. Plus, they'll share one mid-cap stock that has been misunderstood by the market.  Read more

What will the ASX 20 look like in 10 years?

Published on Livewire With trends leaning towards tech and healthcare and steering away from petroleum producers and TelCos, in ten years what will the ASX 20 look like? Read more

Running a managed account marathon

Published in Financial Standard Managed Accounts Magazine
Elston Asset Management has been running managed accounts for quite a few years now. So, apart from blisters and scuffed knees, what have we picked up along the way? Read more

Banks, biotechs and BNPL - the fundamentals of the ASX-20

Published on Livewire
In order to understand what the future of the ASX-20 will look like, I reached out to two of Australia's top mid-cap fund managers. In part 1 of this two-part Collection, the experts analyse what makes a top Australian company and predict what sectors we may see more of in the coming decades. Read more

A shot in the arm for the economy?

As we welcome 2021, Covid-19 remains front-of-mind given the economic damage inflicted last year as governments scrambled to flatten the infection curve. Read more

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