Sector spotlight: Consumer Discretionary
Bruce Smith shines the spotlight on the Consumer Discretionary sector – how did it fare through lockdown and where are the investment opportunities?
Buy Hold Sell: 5 stocks with resilient cash flows
Stuart Welch joined Livewire to discuss the ASX’s best companies with resilient cash flows and further earnings upside on the horizon.
Buy Hold Sell: Which stocks to own as rates rise (and 2 fundie favourites)
In this episode of Livewire’s Buy Hold Sell, Stuart Welch shares his views on rate rises and highlights one stock that could benefit from inflationary tailwinds.
Buy Hold Sell: 4 stocks with Australia’s highest paid CEO’s
Stuart Welch joined Livewire’s Buy Hold Sell to take a look at some of the companies with Australia’s highest-paid CEOs.
Australian Webcast: November 2021
Stephane Andre and Elfreda Jonker reflect on a turbulent year for commodities.
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.
