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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.

10 October 2017

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.

7 October 2017

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.

5 October 2017

Is your portfolio playing 20/20 or test cricket?

Andrew Martin discusses why it is important to measure the level of consistency or a portfolio’s ‘batting average’ to ensure risk is taken at the right time, and not just for risk’s sake.

4 October 2017

Tech sell-off redux, is Instagram the next Facebook, and the Vacuum King takes on Tesla’s Iron Man

Lachlan MacGregor shares his insights into this week’s major sell-off in tech.

30 September 2017

Apple’s iPhone hangover, Tesla dumping Nvidia for AMD, Google’s hardware play and Netflix’s $1bn fight with a drug lord

Lachlan MacGregor discusses the latest news in tech including the launch of the new iPhone and a partnership between Tesla and AMD

22 September 2017

One sector about to hit the sweet spot

Andrew Martin explores one sector that’s at the beginning of an upgrade cycle but is being ignored due to a quirk of accounting policies.

20 September 2017

Sector Spotlight: Resources

Stephane Andrew discusses the outlook for commodities following the recent rally.

14 September 2017

Webcast: September 2017

Andrew Martin discusses Alphinity’s strong reporting season overall and has a look at some of the disappointers.

13 September 2017