Webcast: January 2020
Johan Carlberg reviews last year’s equity markets and looks ahead in 2020.
Investing for good: Applying the UN SDGs to investing in Australian shares
The team discuss the evolution of Sustainable Investing and how the UN SDGs apply to Australian companies.
Disney – Ten million just the beginning
Lachlan MacGregor writes about Disney and its recently launched streaming service Disney+
Webcast: December 2019
Stephane Andre shares his findings about the LNG sector following a recent trip to Asia and provides an outlook for 2020.
Sector Spotlight: Bank Sector
Andrew Martin shares his thoughts on the current trends and outlook for the Bank sector.
Webcast: October 2019
Johan Carlberg discusses the prospect of quantitative easing coming to Australia and what this means for investors.
Safran – earnings leadership as secular tailwinds deliver
Nikki Thomas shares her insights on Safran, a world leader in production and maintenance of aeronautical engines and equipment.
Investing in earnings leadership to futureproof a portfolio
Jonas Palmqvist explains what risk means to a portfolio and how to futureproof a portfolio.
How Target has put the consumer first and rewarded shareholders
Nikki Thomas explains how Target has transformed its strategy to evolve with consumers’ changing need for speed.
