Finding Growth in Australian Equities

Mark Arnold - Hyperion Chief Investment Officer
Australian equities have been under pressure but signs of growth are percolating up - if you know where to look!

With market volatility and uncertainty at high levels in the Australian equities market, Mark Arnold, Hyperion Asset Management's Chief Investment Officer and Investment Committee Chair, will provide a quick overview of:

•The relationship between economic growth and earnings growth

•The credit growth cycle, earnings growth and confidence

•How confidence plays a role in stock pricing

•Which drivers you need to watch to ensure long-term stock returns

•The implications for Hyperion's portfolio in a low credit growth environment with low levels of confidence
Aug 2 2012
33 mins
Finding Growth in Australian Equities
  • Channel
  • Channel profile
Up Down
  • Hyperion Webinar: Australian Companies Reporting Season Analysis Feb 2014 Recorded: Mar 17 2014 37 mins
    Portfolio Manager Justin Woerner will discuss the recent Australian companies reporting season and what these results mean for our portfolios.
  • Hyperion Webinar: Australian Companies Reporting Season Analysis Recorded: Oct 9 2013 28 mins
    Hyperion Portfolio Manager, Joel Gray, will discuss the recent Australian companies reporting season.

    During our Hyperion webinar we will discuss:

    * Results overview

    * What are the signs of returning corporate confidence?

    * Update on interesting company acquisitions and capital raisings

    * Will the growth in online stocks continue?

    * How have sales, EPS & DPS contributed to growth in the market and Hyperion's portfolio?

    * How has Hyperion performed since reporting season?

    * Why did the long term intrinsic value of the portfolio drift higher through reporting season?
  • Hyperion Webinar: Is now the right time for mid / small caps to out-perform? Recorded: Jul 18 2013 33 mins
    Since the GFC mid and small cap stocks have under-performed their larger cap peers in the Australian equity market. So is now the right time for mid / small caps to out-perform?

    During our Hyperion webinar we will discuss:


    * Why have mid / small caps under performed large caps in the Australian equity market?

    * Some mid / small cap sectors & stocks have out-performed - which ones and why?

    * What attributes should investors look for in picking out-performing small / mid cap stocks?

    * What is Hyperion looking for in the upcoming companies reporting season?

    * What is the long-term outlook for mid / small companies?
  • Why earnings growth matters in a low growth environment Recorded: Feb 28 2013 28 mins
    What the February 2013 interim reporting season has highlighted and how Hyperion Asset Management’s portfolio can make a difference to your clients
  • Australian Equities – Have investors moved from fear to greed Recorded: Dec 6 2012 68 mins
    Recorded at a series of national lunches, Hyperion Asset Management’s Managing Director Tim Samway discusses a number of key indicators that suggest investors have made a fundamental shift towards greed, or perhaps hope.

    Why in its early cycle, we are witnessing a shift from defensive to growth assets

    Relative valuations of large, mid and small caps

    Can capital-light businesses such as SEEK, Wotif etc. maintain their growth profile

    Who will be the long term winners from the shift out of cash
  • Benefits of Hyperion Asset Management in a blended portfolio Recorded: Sep 12 2012 34 mins
    Hyperion's Managing Director, Tim Samway, discusses the Hyperion Australian Growth Companies fund in terms of:
    • Long-term fundamental protection
    • Real investment growth since 1996
    • Dividend streams to fund clients’ retirement incomes
    • Excellent blending opportunities with passive core equity strategies
  • Finding Growth in Australian Equities Recorded: Aug 2 2012 33 mins
    Australian equities have been under pressure but signs of growth are percolating up - if you know where to look!

    With market volatility and uncertainty at high levels in the Australian equities market, Mark Arnold, Hyperion Asset Management's Chief Investment Officer and Investment Committee Chair, will provide a quick overview of:

    •The relationship between economic growth and earnings growth

    •The credit growth cycle, earnings growth and confidence

    •How confidence plays a role in stock pricing

    •Which drivers you need to watch to ensure long-term stock returns

    •The implications for Hyperion's portfolio in a low credit growth environment with low levels of confidence
  • Reporting Season Wrap Up & the Search for Dividends - What you need to know! Recorded: Mar 23 2012 29 mins
    The current reporting season has highlighted that fundamentally sound companies can continue to deliver dividends to their shareholders. But how do you identify sound companies, whether small or large cap, when Europe's economic rollercoaster is permeating international markets? Hyperion Asset Management's Dr Manny Pohl, who has recently returned from the UK and Europe, and Joel Gray will discuss:

    • An Australian perspective on the European situation and what it means to Australian investors

    • Key highlights of the February 2012 reporting season

    • Whether stable dividend streams can be found in Australian equities as low interest rates continue to impact investors' cash flow

    •The outlook for Australian equities
  • What is the USA doing to Australian shareholders? Recorded: Nov 28 2011 27 mins
    Having recently returned from an in-depth study tour of the USA, Hyperion's fund management team share their insights on the US economy and what impact US operations are having on Australian companies.

    Hyperion's webinar will discuss:

    • Which non-resources companies with exposure to US growth can improve risk adjusted returns for your portfolio by diversifying away from the resources/ China theme

    • Company specific drivers that will ensure EPS & DPS growth in all market conditions

    • The outlook for Australian equities
  • What's happening to Australian equities? Recorded: Sep 13 2011 33 mins
    Australian Equities Update

    With market volatility and uncertainty at extreme levels in the past month, Dr Manny Pohl, Hyperion Asset Management's CEO, Managing Director and Investment Committee Chair, will provide financial advisers with an in-depth update on:

    • Which quality stocks to invest in and why

    • Resources sector versus the rest of the market

    • The outlook for Australian equities
Investment Webinars for Financial Advisers
Our fund updates will provide intuitive insights into the investment market which will enable financial advisers to be better equipped to deal with the growing complexities of investing money for your clients.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Finding Growth in Australian Equities
  • Live at: Aug 2 2012 5:00 am
  • Presented by: Mark Arnold - Hyperion Chief Investment Officer
  • From:
Your email has been sent.
or close
You must be logged in to email this