Andrew Martin discusses Alphinity’s strong reporting season overall and has a look at some of the disappointers.
Bruce Smith introduces Stuart Welch, the new Senior Research Analyst at Alphinity.
Andrew Martin discusses what APRA’s new capital rules mean for the banks.
Bruce Smith discusses the insights gathered from his recent research trip into three Australian-listed globally-focused property companies
Johan Carlberg shares his insights into the US energy sector from his recent trip to Texas.
This quarter, Bruce Smith shares his thoughts on the current trends and outlook for the telecommunication sector.
Stephane Andre shares his insights following his May trip to China.
Shane Kelly discusses his week traveling throughout the US in order to gauge the rate of recovery taking place in the US homebuilding sector