Ausbiz: Daniel Martin on capital allocation machines

Daniel Martin walks through Alvia's framework for identifying long-duration compounders, and the three businesses he sees as standout examples right now: Mineral Resources, Nick Scali and Constellation Software.

The AFR: The Budget’s message to private capital

Alvia CEO Nathan Robertson speaks to the AFR about why the Federal Budget has wealthy families rethinking how private capital is structured in Australia.

Livewire: The anti-AI playbook

Alvia PM Chris Scarpato spoke to Livewire about why the most obvious AI trade may not be the best one, and where Alvia is finding opportunity beyond the hype.

Ausbiz: Three stocks built to beat the headwinds

Chris Scarpato joined ausbiz to discuss how Alvia is positioning portfolios for a market shaped by elevated geopolitical risk, persistent inflation and a higher cost of capital.

The AFR: The Easter sermon the market doesn’t want to hear

The AFR examines how markets are trying to price inflation, slowing growth and higher rates at the same time, with Josh Derrington warning that valuing risk is getting harder.

The AFR: Trump’s Iran exit rally is here. Just don’t worry about the strait

Chanticleer explores the market’s sharp relief rally and features Josh Derrington’s view that even in headline-driven volatility, disciplined investors need to stay focused on long-term value.

SBS News: On the Money

Daniel Martin appeared on SBS for a wide-ranging discussion on the macro forces shaping markets and the importance of staying disciplined in a more volatile investment environment.

The Aussie company in pole position to benefit from Formula One’s low-octane battery transition

As Formula One shifts toward a 50/50 blend of combustion and electric power, advanced thermal management is becoming a decisive factor in performance, creating new opportunities for specialised engineering companies like PWR Holdings.

The AFR: How the new super tax makes death ‘excruciatingly expensive’

Division 296 may be framed as a superannuation reform, but its real impact could be felt as a quiet reshaping of intergenerational wealth transfer.

Ausbiz: Tech selloff opens value amid AI disruption

Chris Scarpato joined Ausbiz to discuss how volatility, algorithm-driven trading and headline risk are amplifying reporting season reactions, while creating opportunities in quality businesses across media and healthcare.

The Australian: What to expect in a ‘difficult’ reporting season for healthcare stocks

Alvia's Daniel Martin shares his perspective on why healthcare may be close to a turning point as reporting season approaches.

Ausbiz: Healthcare weakness continues to create opportunity for long term investors

In this ausbiz interview, Daniel Martin explains that despite healthcare lagging the ASX for years, resilient businesses with improving fundamentals are starting to stand out.