Long/short manager Justin Braitling harbours deep concerns about LNG producers such as Chevron and Woodside.

The butterfly effect

A debt crisis in the United States might sound like it has little to do with the local sharemarket, but the prospect has informed many of Justin Braitling's positions in ASX-listed companies.

APA Group v Spark Infrastructure

These two Australian utilities companies have strong businesses, growing operations and feature in many income-seeking investors’ portfolios...