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.
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.
What the market needs in 2021 is the “E” (earnings) in PE (price/earnings multiple) to come through!
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.
Melissa Stewart summarises 15 key recommendations for a meaningful response to Modern Slavery.
Johan Carlberg discusses where he expects next year’s earnings winners to emerge from.
Alphinity Investment Management is delighted to be awarded Best Australian Share ESG Fund for the Alphinity Sustainable Share Fund in the 2021 Money magazine Best of the Best Awards.
Alphinity discuss how Infineon Technologies is positioned to benefit from two fundamental and accelerating shifts in the automotive industry.