Research to support direct Australian and global equity holdings alongside the managed-fund list: model share portfolios, single-stock research notes and sector views.
A concentrated holding of franked, dividend-paying Australian large caps built to deliver a sustainable income stream with the benefit of franking credits.
A portfolio of Australian companies selected for earnings durability and reinvestment opportunity, weighted toward capital appreciation over current income.
A focused list of global market leaders with high returns on capital and resilient franchises, providing offshore diversification to a domestic equity base.
| Company | Code | Sector | View | Target | Updated |
|---|---|---|---|---|---|
| Commonwealth Bank of Australia | CBA AU | Financials | Hold | A$118.00 | Jun 2026 |
| BHP Group | BHP AU | Materials | A$46.50 | Jun 2026 | |
| CSL | CSL AU | Health Care | A$312.00 | May 2026 | |
| Wesfarmers | WES AU | Consumer Disc. | Reduce | A$68.00 | May 2026 |
| Macquarie Group | MQG AU | Financials | A$232.00 | Jun 2026 | |
| Goodman Group | GMG AU | Real Estate | Hold | A$37.50 | Apr 2026 |
| Microsoft | MSFT US | Technology | US$520.00 | Jun 2026 | |
| NVIDIA | NVDA US | Technology | Hold | US$165.00 | Jun 2026 |
| LVMH | MC FP | Consumer Disc. | Reduce | €640.00 | May 2026 |
Bulk commodity prices have steadied as Chinese demand stabilises, supporting cash returns at the major miners. Balance sheets remain conservative, but we see limited near-term catalyst for re-rating and prefer to hold current weights pending clearer signals on the supply pipeline.
Earnings growth among the larger software and platform names continues to outpace the broader market, underpinned by enterprise spending on automation. Valuations are full in places, so we favour quality franchises with durable cash generation over the more speculative end of the sector.
The major banks are well capitalised and net interest margins have held up better than expected, but credit growth is modest and mortgage competition remains intense. We regard the sector as fairly valued and hold benchmark-like exposure, with a preference for franchises showing cost discipline.
Research shown on this page is general financial product advice provided to financial advisers and does not take account of any individual investor's objectives, financial situation or needs. All content here is illustrative sample material using fictional figures, is not connected to live systems, and does not constitute a recommendation to any retail client. Price targets and views are hypothetical and for demonstration only.