Sector Spotlight: Resources
Stephane Andrew discusses the outlook for commodities following the recent rally.
Webcast: September 2017
Andrew Martin discusses Alphinity’s strong reporting season overall and has a look at some of the disappointers.
Can’t find your style? Knowing what you don’t know.
Will a ‘growth’ or ‘value’ regime dominate in equity markets from here? Jonas Palmqvist and Jeff Thomson share their thoughts.
Webcast: August 2017
Bruce Smith introduces Stuart Welch, the new Senior Research Analyst at Alphinity.
APRA’s new capital rules: initial thoughts and implications for the banks
Andrew Martin discusses what APRA’s new capital rules mean for the banks.
What the collapse of Spain’s sixth largest bank means for the sector and why we should all be watching
Jeff Thomson shares his insights on the Spanish banking sector following the collapse of the sixth largest bank in the country.
Will the tech sell-off continue? Three things to understand before deciding
Lachlan MacGregor explores whether the recent tech sell-off will continue.
On the Road: Nordic Financials
Jeff Thomson discusses his findings from his recent research trip to the Sweden and Denmark.
Funny Money in Silicon Valley
Now that the tech titans are pushing investors to focus on earnings excluding stock based compensation, investors need to be twice as careful.
