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.
Lachlan MacGregor shares his insights into this week’s major sell-off in tech.
Lachlan MacGregor discusses the latest news in tech including the launch of the new iPhone and a partnership between Tesla and AMD
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.
Stephane Andrew discusses the outlook for commodities following the recent rally.
Andrew Martin discusses Alphinity’s strong reporting season overall and has a look at some of the disappointers.
Will a ‘growth’ or ‘value’ regime dominate in equity markets from here? Jonas Palmqvist and Jeff Thomson share their thoughts.
Bruce Smith introduces Stuart Welch, the new Senior Research Analyst at Alphinity.