The problem with Fintech
Are fintech start-ups coming to disrupt Australia’s Big Four Banks? Andrew Martin shares his thoughts.
Webcast: November 2017
Stephane’s been to China. He’s come back thinking the outlook remains positive for Resources.
Why earnings revisions come in groups
In a world where information is disseminated almost instantly, markets have become quick to price in new information. However, Andrew Martin from Alphinity Investment Management says that they generally fail to appreciate the long-term implications of a change in outlook.
This week in Tech: Is your iPhone slower after updating?
Will Apple’s customers upgrade their phone, or will the ‘iPhone Supercycle’ fizz? Lachlan MacGregor shares his thoughts.
Webcast: October 2017
Stuart Welch takes a look at CSL. The bad Australian influenza season bodes well for the turnaround of their Seqirus business.
This week in tech: Netflix, Amazon and flying taxis
Lachlan MacGregor discusses the latest news in global technology stocks.
What’s the next hot spot to invest? It might be closer than you think
The Australian equity market is showing plenty of opportunity for investors, as long as you know where to look. Andrew Martin shares his insights following reporting season.
Tesla vs Everyone, commute anywhere in under an hour, commercial driverless taxis by Christmas, and how do you invest in this
Lachlan MacGregor shares his thoughts on the latest tech news including; announcements by car makers expanding their electric vehicle ambitions, plans for colonisation of Mars and commercial driverless taxi services.
A misunderstood gem
Stock prices have been moved more by macro events than by individual outlooks in the current business cycle, but that’s all starting to change, says Andrew Martin.
