Two ways to add a defensive tilt to your portfolio
Alphinity Global’s Nikki Thomas discusses alternatives to cash when adding a defensive tilt to an equity portfolio.
Webcast: March 2019
Johan Carlberg discusses the results of February reporting season and drivers of the recent market rally.
Is the glass half full or half empty?
Our Portfolio Manager, Nikki Thomas, shares one of her most useful investing tips in this Livewire Exclusive video.
Global equities in 2019: earnings downturn or economic recession?
Andrew Grimes discusses the outlook for global earnings estimates in 2019 in Money Management
A global leader with a lovely tailwind
Nikki Thomas, discusses why McDonald’s transformation is expected to provide an earnings tailwind.
Global Webcast: December 2018
Jonas Palmqvist discusses the global market drivers for the December quarter.
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.
We are already in an earnings recession, and its likely to get worse
Jeff Thomson discusses the changing landscape of global earnings
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.
