19 April 2021
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
19 April 2021
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
14 April 2021
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
31 March 2021
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
25 March 2021
When will Sydney Airport take off? (ASX: SYD)
Sydney Airport (ASX: SYD) is a reasonably new portfolio acquisition that has been topical with clients given the current environment of partial domestic and full international travel restrictions. Read more
23 March 2021
Elston: A large-cap focus
Published on Alan Kohler’s Eureka Report
Founder & Portfolio Manager of Elston, Andrew McKie, discusses its large-cap focus & which stocks he likes in the ASX50. Read more
1 March 2021
The 4 sectors best positioned to ride the recovery
Published on Livewire.
In this video, Andrew explains why he is ultra-bullish when considering the next three years for large-cap Aussie equities, the sectors he believes are positioned best to ride the recovery, detailing his preferred travel play and provides his thesis for the one ASX company that is still undervalued despite its stellar run. Read more
23 February 2021
The one stock to watch this reporting season
Published on Livewire.
February is one of the most anticipated months of the year. Not because of Valentines Day, Chinese New Year or even the hot weather. No, February is the month to watch for Australian investors as reporting season kicks off. Read more
11 January 2021
A baptism of fire: How chaos can help forge clear vision
Published on Livewire.
Leon de Wet shares the values he and his team have learnt from both the GFC and the COVID-19 financial crisis, as well as the opportunities that he sees in large-cap Aussie stocks for the year ahead. Read more
