Global equity markets have come under significant pressure in 2016. We have been using the current market sell-off to find attractive entry points to invest in high quality stocks with solid business models. Despite the volatility recently experienced in
China has received a significant amount of negative press of late. ATM believe it is important to remain focused on the facts and take a balanced approach to investing. Below we outline in bullet point form key points that investors should bear in mind wh
Key US employment data came out last Friday and it was much stronger than expected. It continues a trend of impressive payrolls numbers and ATM believe this is the extremely positive for both the US and global economy.
Iron ore prices are well down from their glory days, declining some 42% over the past year and 79% from their peak pricing at US$194 a ton in February 2011.
Periods of extreme market volatility can be testing for even the most experienced investors. However it is important to separate the fact from fiction. Long term investors should focus on importance of investing in high quality stocks with solid business
The news yesterday was dominated by the announcement that Dick Smith was being placed into receivership. We believe the electronic goods section of the retail sector is set to continue to struggle in 2016. Higher costs of imported goods from a lower AUD
The ATM portfolios have had a number of key stocks significantly outperform their respective benchmarks in this time frame. We attribute the success of our portfolio performance to a rigorous investment analysis cantered around our core investment philoso
A renewed Chinese stock market rout rippled through international markets on the first trading day for 2016. Fresh concerns over the health of Chin;s economy sent global equities down by the most in more than four months.
A2 Milk shares have had an amazing run up 243% since we added it to our model portfolio on 31st August.
On the 18th December A2 Milk’s management advised shareholders that that the company had experienced a significant uplift in sales of its infant formula in the month of November. Management also expects this momentum to continue into December. The company
