Why is Energy such a Burning Issue?
Stephane Andre outlines the fundamentals behind the strong oil price, as well as Alphinity’s preferred energy exposures in the latest Livewire Expert Insights video.
Has global growth reached its peak? Watch the Alphinity webinar
The Alphinity team share their market thoughts on the global and domestic dynamics, and take us through the funds top 10 holdings.
A ‘Strongly Undervalued’ Midcap Miner
In this Livewire Exclusive video, Stephane Andre shares his outlook for copper, highlighting one ‘strongly undervalued’ copper stock.
Winners and Losers from the Trade Wars
In this Livewire Exclusive video, Stephane Andre discusses the impact of US-China trade wars on Australian stocks.
Webcast: July 2018
Johan Carlberg looks at what has been driving earnings growth in FY18 and how expectations look for the new financial year.
Buy Hold Sell: 4 Big Industrials
In this Livewire Exclusive video, Stuart Welch discusses four industrial stocks from the big end of town.
Buy Hold Sell: 5 Favourite Yield Stocks
Stuart Welch reviews five yield stocks in this Livewire Exclusive video.
Webcast: May 2018
Stuart Welch runs through the investment case for Qantas.
Webcast: April 2018
Stephane Andre shares some insights from his most recent trip to China and his near term outlook on resources.