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.
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.
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.
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.
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.
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?
Jonas Palmqvist shares his highlights from his recent trips to the US, the key trends and themes within the healthcare sector and the future trends to look out for.
Mary Manning shares the details from her trip where she visited a Sustainable Futures conference and big tech and consumer companies in New York, Seattle and Toronto.