Far-reaching Intelligence

While long-term strategic themes are influential, they will also act on short-term market inefficiencies. Ord Minnett’s ownership structure, 70% owned by IOOF Holdings, (an Australian financial services company) and 30% owned by JP Morgan, (a global financial services firm) provides far-reaching intelligence that further supports our analytical expertise.


Research Team

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Simon Kent-Jones

Simon Kent-Jones
Head of Private Client Research

Sze Chuah

Sze Chuah
Senior Investment Analyst

Athena Kospetas

Athena Kospetas
Research Associate

Walter Watson

Walter Watson
Research Editor

Liz Mackay

Liz Mackay
Morning Editor

Nicholas McGarrigle

Nicholas McGarrigle
Head of Institutional Research

Phillip Chippindale

Phillip Chippindale
Senior Research Analyst

Jules Cooper

Jules Cooper
Senior Research Analyst

William MacDiarmid

William MacDiarmid
Research Analyst

John O'Shea

John O'Shea
Senior Research Analyst

Latest Insights

Our Research Team spends a significant amount of time analysing and interpreting the investment environment. This includes developing views about broader economic factors, understanding industry conditions and identifying company specific factors. This section contains a regular selection of insights that we gain from this analytical process. They aim to be informative and help identify potential investment opportunities.  

Publications

Ord Minnett’s Research team publishes a range of reports with a specific focus on private clients.

Portfolios

Ord Minnett offers four model portfolios constructed by our Research Team. Each portfolio provides investors different opportunities depending upon their financial goal and tolerance for risk. 

 

  • Ord Minnett Australian Core Equities Portfolio 
  • Ord Minnett Australian Emerging Companies Portfolio
  • Ord Minnett Australian Listed Interest Rate Securities Portfolio 
  • Ord Minnett Responsible Equities Portfolio

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