Altron earnings quality continues to improve
Notes de l’épisode
Alyssa Viljoen, MD of Merchant West Investments, unpacks Altron’s strong results as annuity income continues to grow, and Invicta’s tough trading update, which comes as little surprise given recent PMI data. Redefine CEO Andrew König discusses results showing 7% growth in both dividends and per-share distributions. And Michael Power, geoeconomic commentator, explores where the real value in AI will emerge as the race for dominance intensifies.