Equities
Andrew Martin

I recently went to New Zealand to research the Financial sector. I was visiting banks and insurance companies, as well as seeing the regulators and getting insights into the NZ economy more broadly. Many Australian financial companies own material NZ based businesses, so it is important to keep on top... Show More

Andrew Martin

In a video filmed with Livewire this time last year, we believed stock prices had been moved more by macro events than by individual outlooks, resulting in fertile ground for stock pickers. One such stock was Macquarie Group (ASX: MQG). Since then, the stock has risen by 35%, and Livewire... Show More

Andrew Martin

(Man + Machine) > Man or Machine alone. Growing up, I loved watching the Six Million Dollar Man – Steve Austin’s human judgment combined with machine enhancements made him invincible. The idea of seamlessly integrating the best of human and machine has always captured the imagination – if you can... Show More

Andrew Martin

Each quarter, Alphinity Investment Management’s portfolio managers share their expert views on the trends and themes emerging within their relevant sectors. This quarter, we share our thoughts on the current trends and outlook for the insurance sector. Show More

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