A misunderstood gem at a material discount
12 months after identifying Macquarie Group as a ‘misunderstood gem’, the stock has risen 35%. Andrew Martin revisits his thesis with Livewire Markets one year on.
Webcast: September 2018
Andrew Martin looks at the recently falling A$ and the impact on Australia and equity investments.
Webcast: August 2018
Bruce Smith talks about UN’s Sustainable Development Goals and their role in Alphinity’s Sustainable Share Fund.
Why is Energy such a Burning Issue?
Stephane Andre outlines the fundamentals behind the strong oil price, as well as Alphinity’s preferred energy exposures in the latest Livewire Expert Insights video.
Has global growth reached its peak? Watch the Alphinity webinar
The Alphinity team share their market thoughts on the global and domestic dynamics, and take us through the funds top 10 holdings.
A ‘Strongly Undervalued’ Midcap Miner
In this Livewire Exclusive video, Stephane Andre shares his outlook for copper, highlighting one ‘strongly undervalued’ copper stock.
Winners and Losers from the Trade Wars
In this Livewire Exclusive video, Stephane Andre discusses the impact of US-China trade wars on Australian stocks.
Webcast: July 2018
Johan Carlberg looks at what has been driving earnings growth in FY18 and how expectations look for the new financial year.
The Age of the Centaur Investor
Andrew Martin shares his thoughts on the link between technology and investing.
