Nike’s shift to direct and digital has been a resounding success, boosted by Covid-19. Nikki Thomas takes a closer look at the athletic powerhouse’s strategy.
In light of the recent noise in the market from China, the Fed and the CPI print, Alphinity reflect on how their Funds are currently positioned.
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.