CSL: Monster numbers, questionable outlook
In this Q&A with Livewire, Stuart Welch discusses the key takeaways from CSL’s recent results, the guidance issued by the company, and why investors need to read between the lines when it comes to CSL’s monster result.
How to play renewables through commodities
Elfreda Jonker discusses the outlook for the commodities sector in 2021 and why despite the sector’s strong recent performance, multiple macro tailwinds, new supportive demand dynamics and positive earnings momentum should continue to drive returns higher.
Webcast: December 2020
Johan Carlberg discusses where he expects next year’s earnings winners to emerge from.
Alphinity signs up to 40:40 Vision
We support 40:40 Vision in the quest to achieve gender balance in executive leadership across ASX200 companies by 2030.
Australian healthcare: 10 years in 10 charts
Alphinity explore what has happened in the healthcare sector in the decade since Alphinity was first established.
Webcast: October 2020
Portfolio Manager, Stuart Welch discusses the post-COVID-19 outlook for the healthcare sector.
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.
