10 years on – much has changed, much remains the same
On our 10 year anniversary, Alphinity’s principals reflect on the changing investment landscape and greatest successes of the business.
Research in uncertain times
How do travel restrictions and remote working affect the Alphinity team’s research effort and information gathering process? Andrew Martin discusses.
Value and growth traps – How to avoid both and beat the market
Andrew Martin offers an insight into the importance of balancing trust in your investment philosophy with evolving market trends.
Fortescue Metals Group – are earning upgrades still to come?
In this Q&A, Livewire spoke with Stephane Andre about what attracted him to Fortescue Metals Group, and why he thinks more upgrades are incoming.
Sector Spotlight: Healthcare
Stuart Welch shares his views on who will be the winners and losers in the Australian health care market as we recover from the pandemic.
Webcast: June 2020
Andrew Martin discusses banks in the context of the current market situation.
Flattening the crude curve
Stephane Andre joined the ASX for a discussion on oil markets and how price movements can impact investors.
Webcast: May 2020
Bruce Smith discusses the turmoil in property securities this year and how we’ve positioned the portfolios.
Webcast: April 2020
Q1 Review and investment update Stuart Welch provides a review of markets during the first quarter and gives an investment update on the positioning of the Alphinity Funds.
