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26 Jun 2017

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.

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17 Jun 2017

Will the tech sell-off continue? Three things to understand before deciding

Lachlan MacGregor explores whether the recent tech sell-off will continue.

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11 Apr 2017

On the Road: Nordic Financials

Jeff Thomson discusses his findings from his recent research trip to the Sweden and Denmark.

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25 Mar 2017

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.

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11 Mar 2017

On the Road: US Healthcare

Jonas Palmqvist shares his findings about the US healthcare sector following his recent research trip.

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12 Nov 2016

On the Road: Property

Bruce Smith discusses the insights gathered from his recent research trip into three Australian-listed globally-focused property companies

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20 Oct 2016

On the Road: Texas

Johan Carlberg shares his insights into the US energy sector from his recent trip to Texas.

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11 Sep 2016

Sector Spotlight: Telecommunications

This quarter, Bruce Smith shares his thoughts on the current trends and outlook for the telecommunication sector.

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