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Research

JBWere delivers value-added research to our clients. This research equips our clients with the insights and ideas to make informed investment decisions.

Our research falls into two categories:

  • investment strategy
  • managed investments.

Investment strategy research

Investment strategy research assists our clients with portfolio construction and asset allocation, highlighted in our Asset Allocation Quarterly Update. We also publish regular company and sector research articles including:

  • Australian Equities Daily provides clients with an overseas market wrap, an update on overnight international market movements, substantial shareholder changes, market diary, and summaries of the latest company and sector research.
  • Australian Equities Review is a monthly equities report covering the performance of the Australian market during the month, highlighting important news items and providing a summary of economic releases.
  • Research articles provide you with up-to-date analysis of company and sector-specific issues, as well as providing broader portfolio strategy and investment ideas.

Our clients gain access to these publications and to a wide range of research tools including market depth, live prices, charts, watchlists, breaking commentary and the latest financial news.

Managed investments research

The Managed Investments Research Team is focused on the delivery of a diversified universe of managed products, across all asset classes, to construct portfolios that meet a full range of our clients' investment goals. Our goal is to construct efficient portfolios of products that provide consistent performance.

We provide research reports and quarterly updates on a concentrated selection of high quality external fund managers and Goldman Sachs Asset Management managed funds. We also prepare thematic research and education updates.

Our Services

Become a client

To find out more about becoming a JBWere client, call us on 1300 366 566

Understanding our Recommendations

The recommendations on individual stocks produced by JBWere Investment Research are generated with institutional, rather than individual, investors in mind. It is therefore important for you to understand the basis of our recommendations and how they relate to your long-term portfolio strategies.