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Rio Tinto and the devastation at Juukan Gorge—this issue is far from closed

Alphinity details their thoughts about the recent board decisions made by Rio following the Juukan Gorge destruction.

23 September 2020

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.

18 September 2020

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.

11 September 2020

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.

25 August 2020

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.

14 August 2020

Otis Elevators – Getting a lift from technology

Nikki Thomas discusses the investment case for Otis Elevators

13 August 2020

Juukan Gorge Destruction

Alphinity reflects on Rio Tinto in light of the destruction of the Juukan Gorge

10 July 2020

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?

7 July 2020

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.

24 June 2020