The Australian equity market is showing plenty of opportunity for investors, as long as you know where to look. Andrew Martin shares his insights following reporting season.
Stock prices have been moved more by macro events than by individual outlooks in the current business cycle, but that’s all starting to change, says Andrew Martin.
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.
Andrew Martin discusses Alphinity’s strong reporting season overall and has a look at some of the disappointers.
Bruce Smith introduces Stuart Welch, the new Senior Research Analyst at Alphinity.