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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?

16 August 2022

Around the world with Jonas Palmqvist

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.

16 August 2022

Around the world with Mary Manning

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.

16 August 2022

Around the world with Chris Willcocks

Chris Willcocks details his time spent overseas visiting companies, seeing their assets and operations and meeting management teams across Stockholm, Zurich and the UK.

16 August 2022

When the tide recedes

Elfreda Jonker discusses the importance of focusing on identifying quality management teams that can perform well during high tides, but even better during low tides and highlights two quality stocks for when the tide goes out.

25 July 2022

Australian Webcast: banks in a higher interest rate environment

Andrew Martin discusses the outlook for Australian banks – what are the impacts of interest rates on Australian banks and how will this effect the rest of the economy?

14 July 2022

Tech Talk June 2022: A difficult reporting season ahead

Trent Masters reflects on the last month in markets and looks ahead to what’s set to be the most difficult reporting season in recent times.

13 July 2022

ASML: a once in a lifetime buying opportunity

Mary Manning shares the 3 most important criteria for identifying a once in a generation buying opportunity.

17 June 2022

Australian Webcast: US Building Materials

5 states and 6 cities in one week, Stuart Welch shares his observations from his US trip.

16 June 2022