Andrew Martin shares his thoughts on the current trends and outlook for the Insurance sector.
Stephane Andre shares some insights from his most recent trip to China and his near term outlook on resources.
Stuart Welch discusses his findings from his recent research trip to Europe.
Andrew Martin discusses some winners we are letting run.
Johan Carlberg reflects on the results from CSL and Seven Group and highlights a key theme to emerge more broadly during the February reporting season.
Bruce Smith discusses the entry of the retail disruptor, Amazon, to the Australian market and a listed beneficiary in the portfolio.
Johan Carlberg takes a look at what drove equity markets in 2017 and what will be the key issues in the year ahead.
Are fintech start-ups coming to disrupt Australia’s Big Four Banks? Andrew Martin shares his thoughts.