Stephane shares some insights from his most recent trip to China and his near term outlook on resources.
Andrew discusses some winners we are letting run.
Bruce discusses the entry of the retail disruptor, Amazon, to the Australian market and a listed beneficiary in the portfolio.
Johan takes a look at what drove equity markets in 2017 and what will be the key issues in the year ahead.
Stephane’s been to China. He’s come back thinking the outlook remains positive for Resources.
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.