On the Road: US Housing Market
Shane Kelly discusses his week traveling throughout the US in order to gauge the rate of recovery taking place in the US homebuilding sector
On the Road: US Oil Sector
Stephane Andre shares his thoughts following his trip to the US in November to understand the economics of the various shale oil basins and the strategies being pursued by oil producers
Reporting season wrap up
With the February 2015 reporting season wrapped up, Johan Carlberg answers the big questions from the period and provides some insights to what lies ahead for the Australian economy.
Sector Spotlight: Infrastructure
Andrew Martin shares his thoughts on the current trends and outlook for the infrastructure sector.
Sector Spotlight: Resources
Stephane Andre shares his thoughts on the recent sharp decline in the oil price and developments within the resources sector
Sector Spotlight: Retail
Bruce Smith shares his thoughts on recent market developments for supermarkets within the retail sector
Sector Spotlight: Housing
Johan Carlberg shares his thoughts on the housing sector and where he’s looking for upside
Sector Spotlight: Financials
Andrew Martin shares his thoughts on the bank sector and where the risks lie.
