Fortescue Metals Group – are earning upgrades still to come?
In this Q&A, Livewire spoke with Stephane Andre about what attracted him to Fortescue Metals Group, and why he thinks more upgrades are incoming.
Sector Spotlight: Healthcare
Stuart Welch shares his views on who will be the winners and losers in the Australian health care market as we recover from the pandemic.
Webcast: June 2020
Andrew Martin discusses banks in the context of the current market situation.
Flattening the crude curve
Stephane Andre joined the ASX for a discussion on oil markets and how price movements can impact investors.
Webcast: May 2020
Bruce Smith discusses the turmoil in property securities this year and how we’ve positioned the portfolios.
Webcast: April 2020
Q1 Review and investment update Stuart Welch provides a review of markets during the first quarter and gives an investment update on the positioning of the Alphinity Funds.
Sector Spotlight: Resources
Are Resources a relatively safe place in this dynamic environment? Stephane Andre shares his thoughts.
Webcast: March 2020
Andrew Martin discusses Alphinity’s current thoughts on the recent market volatility and how they are approaching the sell down and uncertainty.
Webcast: January 2020
Johan Carlberg reviews last year’s equity markets and looks ahead in 2020.
