Australian Webcast: BHP Site Visit
Jessica Cairns provides a snapshot of her 3 day site tour of BHP’s Iron Ore business and shares some ESG insights on decarbonisation and BHP’s broader business strategy.
Tech Talk September 2022: Under pressure…
Global Portfolio Manager Trent Masters discusses market volatility and his key takeaways from spending the previous two weeks in New York and San Francisco.
Global Webcast: A stock pickers market
With 7 different sectors represented in our top 10 stocks, Jonas Palmqvist highlights the importance of stock picking and reflects on the current environment for Global markets.
Australian Webcast: Q2 results season reflections
Andrew Martin delves into the learnings from Q2 reporting season and shares the 2 main reasons results were surprisingly in line with expectations rather than worse than expected.
Australian Webcast: Consumer outlook and Q2 results
Consumers have maintained a robust level of spending which has been reflected in reporting season, Jacob Barnes provides his views and discusses the outlook for the Australian Consumer sector.
Tech Talk July 2022: Better than feared?
In this Tech talk, Trent Masters analyses the reporting season that wasn’t quite as bad as people feared, earnings expectations for this year and next and the divergence in technology.
Global Webcast: Q2 reporting season
Was the reporting season for Q2 better than feared? Chris Willcocks provides a wrap up as we approach the end of second quarter earnings and highlights the key themes within the Industrials sector.
Around the world with Jeff Thomson
In the first of this 5 part video series with the Global portfolio mangers, Jeff Thomson shares the insights from his trip where he visited companies and analysts across the financial and consumer staples sectors in 5 countries over 5 days.
Around the world with Trent Masters
Within the tech sector, the delineation in terms of performance between the winners and the losers in the current environment is becoming clear. What are the key elements that depict the winners and losers?
