Global Webcast: June 2021
Jonas Palmqvist joins Elfreda Jonker and reflects on the global Q1 earnings season, including the biggest surprises and examples of the best results seen.
ASML (ASML NA): Providing the machines that underpin digital transformation
Trent Masters discusses the investment case for ASML and how the company is positioned to underpin the future digitisation of the world.
Earnings and more earnings!
Alphinity reflect on what was one of the best reporting seasons on record – not just due to the number of companies beating expectations, or the sheer size of the beats, but also because of the scale of upward revisions to forward consensus for both 2021 and 2022 earnings.
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.
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.
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.
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.
2021: The year for “E” in PE
What the market needs in 2021 is the “E” (earnings) in PE (price/earnings multiple) to come through!
More from Morgan
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