Netflix: Winning the Streaming Wars
It’s timely to explore the driving forces behind Netflix’s huge share price moves, and why we believe there is further upside ahead.
Global Webcast: Feedback from Arizona – Key themes and Tech & AI conference
Elfreda Jonker connects with Ty Archibald, who is in Arizona, where the UBS Technology & AI Conference is taking place. They discuss the challenges of implementing AI, the role of large companies in driving efficiencies, and emerging revenue opportunities in AI software, with a focus on companies like Microsoft, ServiceNow, and Tyler Technologies.
“A is for Ambition”: Apple and Amazon Bet Big on the Future
Apple and Amazon’s Q3 2024 results highlight their strategic focus on AI, with Apple leveraging its vast device ecosystem for future growth and Amazon driving margin expansion through retail and cloud, despite facing risks from competition and changing market dynamics.
Australian Webcast: Key highlights from investment trips and investment implications
Elfreda Jonker and Stephane Andre discuss recent travels to China, the US, and Chile, highlighting China’s consumer confidence issues affecting the economy, a positive outlook on copper and a cautious view on US housing due to high interest rates and delays in development approvals.
Global Webcast: Feedback from Singapore & Investing in non-traditional Materials stocks
Jonas Palmqvist and Elfreda Jonker discuss the current global equity market outlook, highlighting positive earnings growth but acknowledging a maturing cycle, mixed earnings recovery, and the cautious approach to cyclical investments, particularly in the materials sector.
Journey with Alphinity Global – Key Themes and Top Picks from Across the Globe
Selective investment in key growth areas such as AI, where infrastructure spend and software applications are expanding, resilient U.S. consumer stocks despite weakness at the low end, high-quality U.S. industrials with strong end-market exposure and pricing power, and recovering capital markets in financials like Bank of America and Morgan Stanley stand out amidst global uncertainties.
Materially different Materials stocks
Selective investment in high-quality, structurally growing Materials companies like Sherwin-Williams, Linde, and Novonesis, which exhibit more resilient earnings drivers and pricing power, distinguishes them from traditional, cyclical materials stocks in a weaker global recovery.
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.
