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.