Buy Hold Sell: 5 stocks with cyclical tailwinds
In this episode of Buy Hold Sell, Stuart Welch discusses his thoughts on five carefully selected stocks outside of the top 20 with cyclical tailwinds in their favour.
Recap of December 2020 earnings season – The return of cyclicals, dividends & guidance
The latest earnings season will go down as one of the most spectacular in recent history. In light of this, the Alphinity team reflects on the key themes emerging from this reporting season.
Webcast: March 2021
Stephane Andre discusses the outlook for the key commodities and related stocks.
Gender diversity in the ASX200 – Mind the gap
With International Women’s Day earlier this week, it feels like a good time to take the opportunity to highlight our thinking around gender diversity and the commitment we have made to the 40:40 Vision initiative.
CSL: Monster numbers, questionable outlook
In this Q&A with Livewire, Stuart Welch discusses the key takeaways from CSL’s recent results, the guidance issued by the company, and why investors need to read between the lines when it comes to CSL’s monster result.
How to play renewables through commodities
Elfreda Jonker discusses the outlook for the commodities sector in 2021 and why despite the sector’s strong recent performance, multiple macro tailwinds, new supportive demand dynamics and positive earnings momentum should continue to drive returns higher.
2021: The year for “E” in PE
What the market needs in 2021 is the “E” (earnings) in PE (price/earnings multiple) to come through!
More from Morgan
A stronger and less risky institutional securities franchise, coupled with further diversification into its leading wealth and investment management segments, have set Morgan Stanley up for a period of sustained growth.
15 Recommendations for a meaningful Modern Slavery statement
Melissa Stewart summarises 15 key recommendations for a meaningful response to Modern Slavery.
