Want to see what our research looks like before subscribing ?

  • View screenshots of our research tables on shares, hybrids, ETFs, LICs & mFunds
  • Download sample research reports on macro, shares, hybrids, ETFs, LICs, and mFunds
  • View model portfolio update samples and research articles

Please note that all samples provided do NOT contain current, up to date data, and hence should NOT be relied upon or used for making any investment decision.

take a look under the hood

Global Macro

CLICK HERE for a short article showing one of our macro models warning of the “higher risks” to stock markets late in 2019 – pre COVID19

CLICK HERE for a “Macro in a Minute” example. These brief articles (usually with a key graph) snapshot an important piece (or group) of macro data and what it means for investors.

ASX 200 Shares

CLICK HERE to view our ASX200 Research Table with filter sample

CLICK HERE to download a sample Stock Viewpoint report

CLICK HERE to download a sample Corporate Actions Journal which includes info & recommendations on each action.

CLICK HERE to download a sample Model Portfolio Change report, which outlines reasons for sells, and a brief synopsis for each new buy.

CLICK HERE to download a sample Model Portfolio Monthly Update, which includes commentary, portfolio review and performance updates.

Hybrids

CLICK HERE to view our Hybrids Research Table with filter sample

CLICK HERE to download a sample Hybrids (Listed Income) Viewpoint Report

CLICK HERE to download a sample of our Monthly Listed Income (Hybrids) Yield report.

Exchange Traded Funds (ETFs)

CLICK HERE to view our ETFs Research Table with filter sample

CLICK HERE to download a sample ETF Viewpoint Report

LICs & LITs

CLICK HERE to view our LICs / LITs Research Table with filter sample

CLICK HERE to download a sample LIC Viewpoint Report

Managed Funds (mFunds)

CLICK HERE to view our mFunds Research Table with filter sample

CLICK HERE to download a sample Managed Fund Viewpoint Report

Latest Research & Insights

Update & outlook for global listed property

After a strong 2019, Global Listed Property looked set to continue its strong performance into 2020. However, the COVID-19...

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Increase in SMSF membership to 6: Bill introduced to Parliament

A bill to increase the maximum number of members that a SMSF (or small APRA fund) can have from 4 to 6 has been introduced...

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Macro Strategy: Trends have changed + economic regime change?

There is no getting around it at the moment – whether you are a professional money manager, or a DIY investor, its just ...

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