A view from the high road: Looking back at FY21 and towards FY22
We look back at the major drivers of returns in FY21 and important trends for FY22.
Resmed: Tackling a large opportunity while capitalising on a competitor’s misstep
Philips’ global recall in sleep apnea masks presents a unique opportunity for Resmed to increase market share.
Looking through the “hawkish” noise
In light of the recent noise in the market from China, the Fed and the CPI print, Alphinity reflect on how their Funds are currently positioned.
Webcast: April 2021
Andrew Martin discusses his current thinking on Australian banks.
Buy Hold Sell: 3 underperforming blue chips and 2 winners
In this episode of Livewire’s Buy Hold Sell, Stuart Welch discusses whether it is time to top up or sell three underperforming blue chip stocks: CSL, Brambles and Coles.
Looking under the hood for alpha
Elfreda Jonker discusses why the current uncertainty in the market presents the perfect opportunity to look under the hood for alpha opportunities.
Where exactly are we in the recovery?
In this episode of Buy Hold Sell, Stuart Welch discusses how Alphinity is positioning their portfolios in the current environment.
Can the Aussie bank bounce last?
Andrew Martin shares his thoughts on the current trends and outlook for the Banking sector
Buy Hold Sell: 5 stocks with cyclical tailwinds
In this episode of Buy Hold Sell, Stuart Welch discusses his thoughts on five carefully selected stocks outside of the top 20 with cyclical tailwinds in their favour.
