Stuart Welch runs through the investment case for Qantas.
Stephane Andre shares some insights from his most recent trip to China and his near term outlook on resources.
Andrew Martin discusses some winners we are letting run.
Bruce Smith discusses the entry of the retail disruptor, Amazon, to the Australian market and a listed beneficiary in the portfolio.
Johan Carlberg takes a look at what drove equity markets in 2017 and what will be the key issues in the year ahead.
Are fintech start-ups coming to disrupt Australia’s Big Four Banks? Andrew Martin shares his thoughts.
Stephane’s been to China. He’s come back thinking the outlook remains positive for Resources.
In a world where information is disseminated almost instantly, markets have become quick to price in new information. However, Andrew Martin from Alphinity Investment Management says that they generally fail to appreciate the long-term implications of a change in outlook.