Webcast: March 2018
Andrew Martin discusses some winners we are letting run.
Two standout results from February
Johan Carlberg reflects on the results from CSL and Seven Group and highlights a key theme to emerge more broadly during the February reporting season.
Webcast: February 2018
Bruce Smith discusses the entry of the retail disruptor, Amazon, to the Australian market and a listed beneficiary in the portfolio.
Webcast: December 2017
Johan Carlberg takes a look at what drove equity markets in 2017 and what will be the key issues in the year ahead.
The problem with Fintech
Are fintech start-ups coming to disrupt Australia’s Big Four Banks? Andrew Martin shares his thoughts.
Webcast: November 2017
Stephane’s been to China. He’s come back thinking the outlook remains positive for Resources.
Why earnings revisions come in groups
In a world where information is disseminated almost instantly, markets have become quick to price in new information. However, Andrew Martin from Alphinity Investment Management says that they generally fail to appreciate the long-term implications of a change in outlook.
Webcast: October 2017
Stuart Welch takes a look at CSL. The bad Australian influenza season bodes well for the turnaround of their Seqirus business.
What’s the next hot spot to invest? It might be closer than you think
The Australian equity market is showing plenty of opportunity for investors, as long as you know where to look. Andrew Martin shares his insights following reporting season.
