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Global equities in 2019: earnings downturn or economic recession?

Andrew Grimes discusses the outlook for global earnings estimates in 2019 in Money Management

22 February 2019

A global leader with a lovely tailwind

Nikki Thomas, discusses why McDonald’s transformation is expected to provide an earnings tailwind.

18 February 2019

Global Webcast: December 2018

Jonas Palmqvist discusses the global market drivers for the December quarter.

31 January 2019

Are Tesla’s autonomous cars equal to Google’s?

Lachlan MacGregor explains why Tesla is lagging behind Google’s Waymo in the race to deliver fully autonomous vehicles.

17 January 2019

We are already in an earnings recession, and its likely to get worse

Jeff Thomson discusses the changing landscape of global earnings

16 January 2019

Why Apple’s stock just fell 8% and what it might mean

Lachlan MacGregor discusses Apple’s reduced guidance and the factors which have caused this.

3 January 2019

2018 was the year the tech giants stumbled

What happened to tech stocks in 2018? Lachlan MacGregor discusses.

1 January 2019

The world’s most valuable car company doesn’t make cars

Lachlan MacGregor explains why Google’s Waymo could become the most valuable car company in the world.

27 December 2018

Maccas keeps modernising

Nikki Thomas, CFA explains how McDonald’s has transformed its menus and its business model to become an attractive investment opportunity.

30 November 2018