Australian Investors Podcast: Capturing stocks with upside surprise, with Alphinity’s Trent Masters
On The Australian Investors Podcast, Alphinity Investment Management’s Trent Masters talks with Owen Rask to talk earnings surprise and value capture.
Australian Webcast: Are supermarkets still good investments amongst all the scrutiny?
Bruce Smith and Elfreda Jonker explore the current landscape of Australia’s consumer sector, with a specific focus on Woolworths and Coles. In this video, they analyse the prevailing market sentiment regarding these major supermarkets amidst the ongoing cost of living crisis and recent criticisms surrounding their profit margins.
Australian Webcast: August ’24 reporting season highlights & outlook for Australian Banks
Andrew Martin provides an update on the August ’24 reporting season, and the outlook for Australian Banks.
Finding Alpha Podcast | Applying learnings from Australia’s Earnings Season
Despite concerns about the impact of higher interest rates and the health of the Australian consumer, August’s earnings season was broadly in line with expectations.
Australian Webcast: Highlights from ESG trip to Pilbara, WA
Elfreda Jonker and Jess Cairns discuss Jess’ recent trip to Western Australia and key takeaways from her site visits to the mining regions, including her interactions with Aboriginal corporations.
Australian Webcast: Australian technology stocks & AI
Andrey Mironenko and Elfreda Jonker discuss the the impact of AI on the technology sector in Australia and and the opportunities AI presents for technology stocks.
Australian Webcast: Outlook for the Australian Resources Sector
Stephane Andre and Elfreda Jonker examine the resource sector, exploring the factors contributing to its volatility and what might lie ahead.
Is Gen AI driving a tech comeback?
In this ASX podcast, Elfreda Jonker discusses Generative AI and what it means for the beneficiaries of this technology.
Australian Webcast: Outlook for Australian REITs
Bruce Smith and Elfreda Jonker discuss the domestic real estate sector, the implications of what is happening to bond yields.
