ASML (ASML NA): Providing the machines that underpin digital transformation
Trent Masters discusses the investment case for ASML and how the company is positioned to underpin the future digitisation of the world.
Earnings and more earnings!
Alphinity reflect on what was one of the best reporting seasons on record – not just due to the number of companies beating expectations, or the sheer size of the beats, but also because of the scale of upward revisions to forward consensus for both 2021 and 2022 earnings.
Investing in companies ‘doing good’ and ‘doing it well’
How can investors assess the true underlying sustainability of an investment and get comfortable that they will not have to forego returns in order to feel better about what they are investing in? Alphinity discuss their view.
Rio Tinto – The story so far
Alphinity detail their thoughts on Rio Tinto following the destruction of Juukan Caves and the subsequent actions taken by the Board.
Webcast: April 2021
Andrew Martin discusses his current thinking on Australian banks.
Buy Hold Sell: 3 underperforming blue chips and 2 winners
In this episode of Livewire’s Buy Hold Sell, Stuart Welch discusses whether it is time to top up or sell three underperforming blue chip stocks: CSL, Brambles and Coles.
Looking under the hood for alpha
Elfreda Jonker discusses why the current uncertainty in the market presents the perfect opportunity to look under the hood for alpha opportunities.
Where exactly are we in the recovery?
In this episode of Buy Hold Sell, Stuart Welch discusses how Alphinity is positioning their portfolios in the current environment.
Can the Aussie bank bounce last?
Andrew Martin shares his thoughts on the current trends and outlook for the Banking sector
