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Technological change is creating opportunities and threats to many industries within the Australian equity market. This is likely to produce a disperse range of outcomes over time for individual industries and companies. Australian equity portfolio managers Blake Henricks and Dawn Kanelleas considered which industries are ripe for change and which ones are adapting and leading in the digital age.
JANA has recently completed its quarterly Asset Allocation review with the most notable change being an improvement to the view on Australian equities.
The February 2021 Reporting Season for the ASX is all wrapped up with market consensus providing an upbeat outlook for both earnings and dividends through CY2021 an impressive rebound considering the impact of COVID-19 through 2020. Materials and Financials sectors are expected to deliver a strong improvement in underlying earnings with both sectors accounting for 50% of the S&P/ASX300 index.
The recent Australian equities earnings season reflected generally soft conditions and a subdued outlook for Australia’s listed companies.
