Aside from Tesla, who wins?
Alphinity discuss how Infineon Technologies is positioned to benefit from two fundamental and accelerating shifts in the automotive industry.
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.
The end of an Era and start of the Next
Alphinity discuss how NextEra, one of the world’s largest renewable energy investors, has overtaken Exxon.
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.
Vestas Wind Systems – The answer is blowin’ in the wind.
Alphinity discuss the investment case for Vestas Wind, the leading wind power company in the world.
HCA Healthcare – climbing the COVID wall of fear
Alphinity takes a closer look at one of their portfolio’s newer additions: US hospital operator HCA Healthcare.
Otis Elevators – Getting a lift from technology
Nikki Thomas discusses the investment case for Otis Elevators
Toilet paper and tele-commuting
After the COVID pandemic, our lives and the businesses we invest in will be different. Lachlan MacGregor considers what has changed permanently, what is temporary and what has stayed the same.
