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.
Webcast: March 2021
Stephane Andre discusses the outlook for the key commodities and related stocks.
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.
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.
