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17 Jun 2022

ASML: a once in a lifetime buying opportunity

Mary Manning shares the 3 most important criteria for identifying a once in a generation buying opportunity.

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16 Jun 2022

Tech Talk May 2022: From hiring to firing

In this months tech talk, Trent Masters explores the highlights in the tech landscape from his recent trip to the US.

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15 May 2022

Winners and Losers in the Transition to EVs

By 2030 almost 50% of all new vehicles sold globally are expected to be Electric Vehicles (EVs). Who will be the winners and losers in the auto sector?

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12 May 2022

Tech Talk April 2022: profit and cash flow matter

After a particularly brutal month in markets, Trent Masters shares his thoughts and takeaways from the recent reporting season as it draws to a close.

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12 May 2022

Global Webcast: China’s COVID zero policy implications

Mary Manning reflects on the implications for China and explains the impacts for global equity investors and the broader global economy.

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26 Apr 2022

Livewire Fund in Focus: Alphinity Global Equity Fund

Jeff Thomson explains Alphinity’s approach to identifying earnings surprises in this Fund in Focus video with Livewire.

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19 Apr 2022

Tech Talk March 2022: Software and start-ups

San Francisco – the city where everyone you meet is either a software engineer or has options in a start-up. Trent shares his thoughts and takeaways from the month.

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12 Apr 2022

The Magic of Margins

Investors are currently faced with more uncertainties than usual. The Federal Reserve has committed to hiking rates to address an acceleration in inflation, but downside risks to global growth have increased.

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