April 2018
China insights and near term outlook on resources
Stephane shares some insights from his most recent trip to China and his near term outlook on resources.
March 2018
Don't cut the flowers and water the weeds
Andrew discusses some winners we are letting run.
February 2018
The entry of Amazon
Bruce discusses the entry of the retail disruptor, Amazon, to the Australian market and a listed beneficiary in the portfolio.
December 2017
Equity market recap
Johan takes a look at what drove equity markets in 2017 and what will be the key issues in the year ahead.
November 2017
Stephane Andre's recent trip to China
Stephane’s been to China. He’s come back thinking the outlook remains positive for Resources.
October 2017
CSL Healthcare sector spotlight
Stuart Welch takes a look at CSL. The bad Australian influenza season bodes well for the turnaround of their Seqirus business.
September 2017
Reporting season recap
Andrew discusses Alphinity's strong reporting season overall and has a look at some of the disappointers.
August 2017
Introducing Stuart Welch
Bruce Smith introduces Stuart Welch, the new Senior Research Analyst at Alphinity.
June 2017
Narrowing yield trade
Johan looks at the narrowing yield trade in the Australian market. Stocks are not bonds.
May 2017
Outlook for oil prices
Stephane discusses his current view on the oil price and implications following a recent trip into the heart of the US shale oil region.
April 2017
Housing construction
Shane takes a look at the current housing construction cycle in Australia compared to previous cycles and how this impacts construction materials companies.
