ESG in 10: Investing with Respect: Integrating First Nations Perspectives into ESG
Host Charlotte O’Meara is joined by Alphinity’s Moana Nottage to explore how integrating First Nations knowledge and rights into investment decision-making can enhance ESG outcomes and drive authentic, long-term value.
Alphinity Global’s mission to make money for investors
Earnings leadership, company quality and stock valuation is what Trent Masters looks for when picking.
The AI governance risk keeping executives up at night: A conversation with Elfreda Jonker
In this episode of The Greener Way, host Michelle Baltazar discusses the governance risks posed by AI with Elfreda Jonker from Alphinity Investment Management.
Stock picking, banks & a home bias
PODCAST: From banks to resources, Australian investors continue to have a home bias. But with uncertainty around positioning on the ASX, should investors remain heavy weight local market?
Global Webcast: Key highlights from recent European research trip
Elfreda Jonker and Matisse Clark discuss key takeaways from Matisse’s recent research trip to Europe, where she met with companies across the industrial, consumer and healthcare sectors.
Australian Webcast: UK Technology Trip – growth opportunity for Xero & Technology One
Elfreda Jonker and Andrey Mironenko share insights from a recent UK research trip, exploring opportunities for ASX-listed technology companies Xero and Technology One.
The Sustainability of AI: Insights from Asia’s Innovation Hubs
As the global AI race accelerates, so too does the scrutiny on its environmental, social, and governance (ESG) implications. A recent thematic research trip across Seoul, Taipei, Beijing, Shanghai, and Shenzhen offered a rare window into how Asia’s tech giants and infrastructure providers are navigating the complex intersection of AI innovation and sustainability.
Investing in earnings leadership (and 2 ASX examples)
Stuart Welch shares how Alphinity hunts for and invests in companies displaying earnings leadership, shares why those revisions need to be driven by real fundamentals, and provides a bull case for two ASX names that meet the criteria.
Australian Webcast: Australian banks & consumer staples
Elfreda Jonker reflects on Alphinity’s latest earnings note, highlighting how the team’s disciplined focus on earnings leadership has delivered consistent alpha through volatile markets. She explores key portfolio insights across Australian banks, the Coles versus Woolworths divergence, and insurance, demonstrating the power of earnings upgrades as a performance driver.
