Value and growth traps – How to avoid both and beat the market
Andrew Martin offers an insight into the importance of balancing trust in your investment philosophy with evolving market trends.
Webcast: September 2020
Andrey Mironenko and Jessica Cairns discuss the rationale regarding the recent decision to exclude oil and gas from the Alphinity Sustainable Share Fund.
Fortescue Metals Group – are earning upgrades still to come?
In this Q&A, Livewire spoke with Stephane Andre about what attracted him to Fortescue Metals Group, and why he thinks more upgrades are incoming.
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
Juukan Gorge Destruction
Alphinity reflects on Rio Tinto in light of the destruction of the Juukan Gorge
Can Mining be Ethical?
While we are certain that some mining is probably unethical, is that the case for all, or can it be done in a way that is not?
Sector Spotlight: Healthcare
Stuart Welch shares his views on who will be the winners and losers in the Australian health care market as we recover from the pandemic.
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.
