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News & Research

The Baillieu Approach

AI. Blockchain. 5G. These are some of the buzz words of today. The question remains, will they become the next big thing? Or just another one hit wonder?

As one of Australia’s oldest financial advisory firms, we’ve seen it all before. And as a result, we can draw on our experience and understanding of the past to help navigate through the maelstrom of today. We devote significant resources to our in-house team of analysts and strategists to uncover insights and opportunities for our clients across all asset classes and security types. We also believe it is important to help educate investors, which is why we have developed a separate Investor Education section ‘Baillieu Engage’ on our website.

Research Overview

Baillieu’s Research offering combines the strength of our Chief Investment Officer, in-house research team and the highly-credentialed Credit Suisse analysts.

Our CIO provides global strategic market insights, macroeconomic analysis, asset allocation and risk management strategies. He also chairs the investment committee which oversees our Model Portfolio offering.

Our stock analysts focus on identifying companies that create wealth for shareholders over the long term. Importantly, we seek to identify companies that have an ability to generate high returns on invested capital. Other important considerations are financial strength, management capability, ownership in the business and a track record of growth in sales, earnings and dividends.

Our dedicated research team can offer up to date information through:

  • CIO Insights
  • Company research
  • Sector overviews
  • Daily morning notes
  • Regular newsletters
  • Case studies
  • Educational articles
  • Podcasts
  • Seminars
  • Videos

Upcoming Event

Geelong Investment Seminar:
The Geelong Gallery
Wednesday 14 November
5.45pm – 7.00pm

Register

Podcast

Wesfarmers

Baillieu Analyst Nick Burgess is joined by Wesfarmers Managing Director, Rob Scott to discuss their 2018 results.

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Baillieu Analyst Nick Burgess is joined by Wesfarmers Managing Director, Rob Scott to discuss their 2018 results.

Baillieu Presents

Mastering Change

David Speakman

Chief Medical Officer

VIEW ALL EPISODES

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