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.
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.
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.
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
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.
Sector Spotlight: Resources
Stephane Andrew discusses the outlook for commodities following the recent rally.
Webcast: September 2017
Andrew Martin discusses Alphinity’s strong reporting season overall and has a look at some of the disappointers.
Can’t find your style? Knowing what you don’t know.
Will a ‘growth’ or ‘value’ regime dominate in equity markets from here? Jonas Palmqvist and Jeff Thomson share their thoughts.
Webcast: August 2017
Bruce Smith introduces Stuart Welch, the new Senior Research Analyst at Alphinity.
