Companies exposed to Australia's housing market will continue to gather momentum, as effects of low interest rates, the pick-up in building approvals and net...

Alphinity Investment Management

Companies exposed to Australia's housing market will continue to gather momentum, as effects of low interest rates, the pick-up in building approvals and net immigration are felt across the industry. Investors can expect activity in housing markets to continue to strengthen. Principal and Lead Portfolio Manager Mr Carlberg said: We... Show More

Andrew Martin, Portfolio Manager at Alphinity, argues that although banks might be considered fair-value - investors could be underestimating the effect of...

Alphinity Investment Management

Andrew Martin, Portfolio Manager at Alphinity, argues that although banks might be considered fair-value - investors could be underestimating the effect of increased competition, which has surged since the GFC. For a long time coming out of the GFC the banks had very little competition at all, so they took... Show More

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