Australian Investors Podcast: Capturing stocks with upside surprise, with Alphinity’s Trent Masters
On The Australian Investors Podcast, Alphinity Investment Management’s Trent Masters talks with Owen Rask to talk earnings surprise and value capture.
Australian Webcast: Are supermarkets still good investments amongst all the scrutiny?
Bruce Smith and Elfreda Jonker explore the current landscape of Australia’s consumer sector, with a specific focus on Woolworths and Coles. In this video, they analyse the prevailing market sentiment regarding these major supermarkets amidst the ongoing cost of living crisis and recent criticisms surrounding their profit margins.
Global Webcast: Investment case for 2 diverse new positions: Netflix and Cintas
Ty Archibald and Elfreda Jonker reflect on the current reporting season and discuss the stocks Netflix and Cintas, which have recently performed well.
Global Webcast: AI will change the world (eventually)…
Trent Masters explores major tech companies such as Google and Amazon, highlighting how substantial investments in AI infrastructure are driving impressive returns and significantly impacting the sector.
Global Webcast: Reflecting on a volatile month & 2Q24 results season
Elfreda Jonker and Jonas Palmqvist reflect on what has been happening in markets over the previous month and review key themes from the second quarter of 2024.
Australian Webcast: Highlights from ESG trip to Pilbara, WA
Elfreda Jonker and Jess Cairns discuss Jess’ recent trip to Western Australia and key takeaways from her site visits to the mining regions, including her interactions with Aboriginal corporations.
Australian Webcast: Australian technology stocks & AI
Andrey Mironenko and Elfreda Jonker discuss the the impact of AI on the technology sector in Australia and and the opportunities AI presents for technology stocks.
Global Webcast: Focus areas for AI beneficiaries heading into 2Q24 results
Trent Masters and Elfreda Jonker discuss the upcoming reporting season and identify key focus areas for companies benefiting from AI as they prepare for their Q2 2024 results.
Australian Webcast: Outlook for the Australian Resources Sector
Stephane Andre and Elfreda Jonker examine the resource sector, exploring the factors contributing to its volatility and what might lie ahead.
