Sector Spotlight: Insurance
Andrew Martin shares his thoughts on the current trends and outlook for the Insurance sector.
Webcast: April 2018
Stephane Andre shares some insights from his most recent trip to China and his near term outlook on resources.
On the Road: European Healthcare
Stuart Welch discusses his findings from his recent research trip to Europe.
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.
