Stuart Welch takes a look at CSL. The bad Australian influenza season bodes well for the turnaround of their Seqirus business.
Andrew discusses Alphinity's strong reporting season overall and has a look at some of the disappointers.
Bruce Smith introduces Stuart Welch, the new Senior Research Analyst at Alphinity.
Johan looks at the narrowing yield trade in the Australian market. Stocks are not bonds.
Stephane discusses his current view on the oil price and implications following a recent trip into the heart of the US shale oil region.
Shane takes a look at the current housing construction cycle in Australia compared to previous cycles and how this impacts construction materials companies.
Andrew discusses the outcome of the recent reporting season and how the portfolio is positioned coming out of it, as well as some quick thoughts on the resources trade.