Jonas Palmqvist joins Elfreda Jonker and reflects on the global Q1 earnings season, including the biggest surprises and examples of the best results seen.
Trent Masters discusses the investment case for ASML and how the company is positioned to underpin the future digitisation of the world.
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.
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.
Alphinity detail their thoughts on Rio Tinto following the destruction of Juukan Caves and the subsequent actions taken by the Board.
Andrew Martin discusses his current thinking on Australian banks.
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.
Elfreda Jonker discusses why the current uncertainty in the market presents the perfect opportunity to look under the hood for alpha opportunities.