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.
Artificial Intelligence will change the world (eventually)
Investors are increasingly looking for concrete evidence that all this capital and investment will translate into profits.
Australian Webcast: August ’24 reporting season highlights & outlook for Australian Banks
Andrew Martin provides an update on the August ’24 reporting season, and the outlook for Australian Banks.
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.
Finding Alpha Podcast | Applying learnings from Australia’s Earnings Season
Despite concerns about the impact of higher interest rates and the health of the Australian consumer, August’s earnings season was broadly in line with expectations.
Ensombl Investment Podcast
In this episode of Ensombl’s Investment podcast, Trent Masters, joins Morningstar’s Bianca Rose and host James Whelan to discuss the investment opportunities and risks presented by AI.
On the Road with Alphinity: RI Europe
To expand Alphinity’s understanding of emerging ESG and sustainability trends, Moana attended the Responsible Investor Europe conference in London. There, she engaged with industry leaders and learned about the key ESG issues of the year.
