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Investment insights ‘from the trail’
Interesting research and investment articles you can read in 5 minutes
Since the end of 2016, the market has been in a strong growth cycle until now when rotation from growth to value stocks within the market has been fierce and rapid. Could this be the start of a value phase? In this insight we explore recent market performance, future conditions which are conducive to growth or value stocks, and how to navigate changing market cycles.
Downer is an Australian listed company exposed to urban infrastructure service and employs more people than Commonwealth Bank, BHP or even Telstra. In this research article, we explain why we believe Downer is a high quality business, with an undemanding valuation and some of the key catalysts that make Downer a high conviction investment for Firetrail.