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Webcast: April 2021

Andrew Martin discusses his current thinking on Australian banks.

13 April 2021

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.

9 April 2021

Looking under the hood for alpha

Elfreda Jonker discusses why the current uncertainty in the market presents the perfect opportunity to look under the hood for alpha opportunities.

7 April 2021

Where exactly are we in the recovery?

In this episode of Buy Hold Sell, Stuart Welch discusses how Alphinity is positioning their portfolios in the current environment.

6 April 2021

Can the Aussie bank bounce last?

Andrew Martin shares his thoughts on the current trends and outlook for the Banking sector

1 April 2021

Buy Hold Sell: 5 stocks with cyclical tailwinds

In this episode of Buy Hold Sell, Stuart Welch discusses his thoughts on five carefully selected stocks outside of the top 20 with cyclical tailwinds in their favour. 

1 April 2021

Recap of December 2020 earnings season – The return of cyclicals, dividends & guidance 

The latest earnings season will go down as one of the most spectacular in recent history. In light of this, the Alphinity team reflects on the key themes emerging from this reporting season.

22 March 2021

Webcast: March 2021

Stephane Andre discusses the outlook for the key commodities and related stocks.

17 March 2021

Gender diversity in the ASX200 – Mind the gap

With International Women’s Day earlier this week, it feels like a good time to take the opportunity to highlight our thinking around gender diversity and the commitment we have made to the 40:40 Vision initiative.

12 March 2021