Webcast: September 2017
Andrew Martin discusses Alphinity’s strong reporting season overall and has a look at some of the disappointers.
Webcast: August 2017
Bruce Smith introduces Stuart Welch, the new Senior Research Analyst at Alphinity.
APRA’s new capital rules: initial thoughts and implications for the banks
Andrew Martin discusses what APRA’s new capital rules mean for the banks.
On the Road: Property
Bruce Smith discusses the insights gathered from his recent research trip into three Australian-listed globally-focused property companies
On the Road: Texas
Johan Carlberg shares his insights into the US energy sector from his recent trip to Texas.
Sector Spotlight: Telecommunications
This quarter, Bruce Smith shares his thoughts on the current trends and outlook for the telecommunication sector.
On the Road: China
Stephane Andre shares his insights following his May trip to China.
On the Road: US Housing Market
Shane Kelly discusses his week traveling throughout the US in order to gauge the rate of recovery taking place in the US homebuilding sector
On the Road: US Oil Sector
Stephane Andre shares his thoughts following his trip to the US in November to understand the economics of the various shale oil basins and the strategies being pursued by oil producers
