Stuart Welch discusses his findings from his recent research trip to Europe.
Andrew Martin discusses some winners we are letting run.
Johan Carlberg reflects on the results from CSL and Seven Group and highlights a key theme to emerge more broadly during the February reporting season.
Bruce Smith discusses the entry of the retail disruptor, Amazon, to the Australian market and a listed beneficiary in the portfolio.
Johan Carlberg takes a look at what drove equity markets in 2017 and what will be the key issues in the year ahead.
Are fintech start-ups coming to disrupt Australia’s Big Four Banks? Andrew Martin shares his thoughts.
Stephane’s been to China. He’s come back thinking the outlook remains positive for Resources.
In a world where information is disseminated almost instantly, markets have become quick to price in new information. However, Andrew Martin from Alphinity Investment Management says that they generally fail to appreciate the long-term implications of a change in outlook.