Bell Direct – January overview and reporting season

Julia Lee, Equities Strategist from Bell Direct in her view, discusses: 2018 growth positioning ASX 200 vs. global performance Earnings season consensus expectations Stocks with high franking balances Mining space review Media, Internet & tech stocks  

Investors Mutual Ltd, Anton Tagliaferro – May 2016

Anton Tagliaferro shares his views on the factors influencing the market in the short term, despite recent market movements, not much has really changed, Anton highlight’s IML’s focus on being very selective.

Maple-Brown Abbott – A Tighter Definition of Infrastructure – April 2016

Andrew Maple-Brown runs through the Maple-Brown Abbott Global Listed Infrastructure Team’s investment philosophy and process. He discusses how the investment team take a focused approach to infrastructure investing; targeting companies that offer the strongest combination of inflation protection and low volatility, relative to broader equity markets.