Monthly Webcasts

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.

March 2017
Reporting season recap

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.

February 2017
Outlook for 2017

Bruce discusses the year ahead in the Australian share market.

December 2016
Year in review

Johan summarises they key themes in the Australian equity market in 2016 and discusses whether they will continue in 2017.