Fortescue Metals Group Case Study
Stephane Andre shares his insights on Fortescue Metals Group, the fourth largest iron ore producer in the world
On the Road: New Zealand Financials
Andrew Martin shares his insights on New Zealand banks and insurers following a recent research trip
Webcast: 2019
Banks have been struggling. Are they cheap enough yet? Andrew Martin shares his outlook.
Webcast: March 2019
Johan Carlberg discusses the results of February reporting season and drivers of the recent market rally.
Webcast: December 2018
Stuart Welch takes a look at the Healthcare sector and how it stacks up in a volatile market environment.
Sector Spotlight: Healthcare
Stuart Welch shares his thoughts on the current trends and outlook for the healthcare sector.
Webcast: October 2018
Stephane Andre shares his latest views on the Resources and Energy sectors post the recent market sell-off.
A misunderstood gem at a material discount
12 months after identifying Macquarie Group as a ‘misunderstood gem’, the stock has risen 35%. Andrew Martin revisits his thesis with Livewire Markets one year on.
Webcast: September 2018
Andrew Martin looks at the recently falling A$ and the impact on Australia and equity investments.
