Why does Brad Potter believe Qantas has been a ‘poster child’ during the pandemic, and what are his earnings forecasts for Telstra, AGL and CBA? Listen to this week’s edition of 4-Minute Monday to find out.

One of the greatest enemies of stock markets is fear, and it’s been doled out in spades in the past week. Not surprising, it has impacted the valuation spread between defensive, low volatility stocks and the cyclical value end of the market. What’s the outlook for markets? 

While QBE and Iluka were up strongly during the week off the back of their results, the same couldn’t be said for a number of gaming stocks that seem caught in the eye of the corona virus storm. 

February 2020 reporting season comes in the midst of the coronavirus, ongoing bushfires and subdued global growth. How are these factors playing out in markets and which stocks are already delivering a more tempered outlook? Brad Potter, Head of Australian Equity at Nikko Asset Management, shares his view.  

Net interest margin stress, rising compliance costs and increased competition are putting a squeeze on banks’ profitability. In this Reporting Season Bank Special, our Head of Australian Equities, Brad Potter, shares his long-term view on the banks. 

The final week of reporting season presented a few surprises despite the low number of companies reporting. With the value dispersion between high and low PE stocks still as wide as ever, what will it take the narrow the gap?

Brad Potter, Head of Australian Equities at Nikko AM says 70% of the index has now reported with some big names taking a hit. Despite outlook statements remaining conservative and EPS downgrades not uncommon, a number of stocks managed to buck the trend.

Brad Potter, Head of Australian Equities, says despite retail conditions being described as ‘recessionary’ in the NAB Survey, a number of discretionary retailers massively outperformed post their result. Which 3 stocks did he believe were the standouts?

Brad Potter, Head of Australian Equities, reveals why confession season's underperforming stocks could become the high performers.