Alphinity Webcast – October 2021
Jacob Barnes, Alphinity Consumer Analyst discusses the post Covid consumer outlook for 2021.
Alphinity webcast – September 2021
In our latest webcast, Jessica Cairns and Elfreda Jonker discuss Alphinity’s approach to active engagement.
Picking stocks past the earnings peak
Elfreda Jonker deep dives into three high-conviction ideas for the year ahead.
Alphinity called out as Responsible Investment Leader
Alphinity has been included as a Responsible Investment Leader by the Responsible Investment Association Australasia in its landmark study.
A view from the high road: Looking back at FY21 and towards FY22
We look back at the major drivers of returns in FY21 and important trends for FY22.
Resmed: Tackling a large opportunity while capitalising on a competitor’s misstep
Philips’ global recall in sleep apnea masks presents a unique opportunity for Resmed to increase market share.
Looking through the “hawkish” noise
In light of the recent noise in the market from China, the Fed and the CPI print, Alphinity reflect on how their Funds are currently positioned.
Webcast: April 2021
Andrew Martin discusses his current thinking on Australian banks.
Buy Hold Sell: 3 underperforming blue chips and 2 winners
In this episode of Livewire’s Buy Hold Sell, Stuart Welch discusses whether it is time to top up or sell three underperforming blue chip stocks: CSL, Brambles and Coles.
