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.
Australian Webcast: Outlook for Australian Banks
Andrew Martin and Elfreda Jonker reflect on the major Australian banks, their recent surge, and share their insights on the outlook.
Australian Webcast: February 2024 Reporting Season
Stuart Welch and Elfreda Jonker discuss the upcoming reporting season and themes we’re expecting to see over the next few weeks.
It’s BAD to be GOOD as we head into 2024
Elfreda Jonker shares insights from our analysis of 2023’s unique investment challenges and explains how Alphinity’s focus on resilient earnings is shaping a promising financial outlook for 2024.
