Insights

April 2019
On the Road: New Zealand Financials
March 2019
On the Road: Global edition CAGNY 2019
March 2019
Two ways to add a defensive tilt to your portfolio
March 2019
Is the glass half full or half empty?
February 2019
Global equities in 2019: earnings downturn or economic recession?
February 2019
A global leader with a lovely tailwind
January 2019
Are Tesla's autonomous cars equal to Google's?
January 2019
We are already in an earnings recession, and it's likely to get worse
January 2019
Why Apple's stock just fell 8% and what it might mean
January 2019
2018 was the year the tech giants stumbled
November 2018
Maccas keeps modernising
November 2018
The S in ESG by Professor David Kinley
November 2018
Human Rights & Modern Slavery by Nina Haysler
October 2018
Sustainable Investing: Investing for the future
October 2018
Spotlight on Healthcare
October 2018
A misunderstood gem at a material discount
August 2018
Why is energy such a burning issue?
August 2018
A 'strongly undervalued' midcap miner
August 2018
Has global growth reached its peak? Watch the Alphinity webinar
July 2018
Winners and losers from the trade wars
July 2018
The Age of the Centaur Investor
June 2018
Buy Hold Sell: 4 big industrials
June 2018
Buy Hold Sell: 5 favourite yield stocks
April 2018
Spotlight on Insurance
April 2018
On the Road - European Health Care
March 2018
Two standout results from February
November 2017
The problem with Fintech
October 2017
Why earnings revisions come in groups
October 2017
This week in tech: Is you iPhone slower after updating?
October 2017
This week in tech: Netflix wipes $60 billion from cable, Amazon disrupts its next industry with an email, Airbus's flying taxis and Porsche can charge your EV in 15 minutes
October 2017
Where's the next hot spot to invest? It might be closer than you think.
October 2017
Tech this week: Tesla vs Everyone; commute anywhere is under an hour; commercial driverless taxis by Christmas; and how do you invest in this?
October 2017
A misunderstood gem
October 2017
Is your portfolio playing 20/20 or test cricket?
September 2017
Tech sell-off redux, is Instagram the next Facebook and Dyson takes on Tesla
September 2017
Tech this week: Apple's iPhone hangover, Tesla dumping Nvidia for AMD, Google's hardware play and Netflix's $1bn fight with a drug lord
September 2017
One sector about to hit the sweet spot
September 2017
Spotlight on Resources
August 2017
Can't find your style? Knowing what you don't know
July 2017
APRA's new capital rules: initial thoughts and implications for the banks
June 2017
What the collapse of Spain’s sixth largest bank means for the sector and why we should all be watching
June 2017
Will the tech sell-off continue? Three things to understand before deciding
April 2017
On the Road - Nordic Financials
March 2017
Funny Money in Silicon Valley
March 2017
On the Road - US Health Care
November 2016
On the Road - US and UK Property
October 2016
On the Road - Texas
September 2016
Spotlight on Telecommunications
May 2016
On the Road - China
March 2016
On the Road - US Housing Market
November 2015
On the Road - US Oil Sector
March 2015
Spotlight on Infrastructure
February 2015
Reporting season wrap up
December 2014
Spotlight on Resources
September 2014
Spotlight on Retail
June 2014
Spotlight on Housing
March 2014
Spotlight on Financials