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.
Global Webcast: Key highlights from recent European research trip
Elfreda Jonker and Jeff Thompson unpack insights from a recent research trip across Europe, highlighting improving macro conditions, fiscal stimulus and renewed strength in the banking sector. They discuss key portfolio implications, including the case for Spanish bank CaixaBank, as Europe transitions away from deflation and into a more supportive environment for earnings and capital returns.
Alphinity’s process in action: Earnings – The beacon in a storm
In a volatile market shaped by macro uncertainty and shifting sentiment, Alphinity’s focus on earnings leadership has proven a steady guide. Through disciplined stock selection and attention to earnings revisions, we have uncovered standout opportunities in sectors like banks, consumer staples and insurance, showing that company fundamentals still drive performance.
Beginning of the End or End of the Beginning?
Long seen as untouchable, Apple and Google now face mounting pressure from the rapid rise of AI which is reshaping how users access information and interact with technology. Their core businesses in search and smartphones are under threat from structural shifts and regulatory challenges, raising the possibility that the next generation of tech giants may emerge from this inflection point.
Global Webcast: 1Q25 Reporting Season and divergence within the Mag-7
Elfreda Jonker and Trent Masters unpack the key themes from the Q1 2025 global reporting season, highlighting the impact of shifting tariffs, policy changes, and earnings uncertainty. They explore sector performance, with a focus on the tech and communication space, including diverging trends among the Magnificent Seven.
Australian Webcast: View on Australian Banks post “confession season” updates
Elfreda Jonker and Andrew Martin discuss the performance of Australian banks, which were key contributors to strong portfolio returns in 2024. They explore recent earnings updates, trends in bank margins and credit quality, and examine the outlook for 2025.
