A misunderstood gem
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.
One sector about to hit the sweet spot
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.
Webcast: September 2017
Andrew Martin discusses Alphinity’s strong reporting season overall and has a look at some of the disappointers.
Webcast: August 2017
Bruce Smith introduces Stuart Welch, the new Senior Research Analyst at Alphinity.