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.
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.
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.
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.
Australian Webcast: Feedback from the eye of the tariff storm in Washington DC
Elfreda Jonker and Monique Rooney discuss key takeaways from Monique’s recent US trip, covering shifting sentiment in Washington DC around tariffs, particularly with China- challenges facing a manufacturing revival, and the complexities of proposed US tax reforms.
Live from the eye of the tariff storm
Insights from her recent trip to Washington and Houston, Monique Rooney unpacks the US tariff turmoil, tax reform debates, and shifting energy policy—offering timely perspectives in a fast-moving landscape.
Australian Webcast: Highlights from visit to the Santos Moomba CCS facility
Jess Cairns and Elfreda Jonker reflect on Jess’ visit to South Australia for the opening of Santos’ Carbon Capture and Storage (CCS) facility in Moomba, discussing the project’s infrastructure, cost-effectiveness, and long-term viability. They address skepticism around CCS technology, highlight key takeaways for investors, and emphasize the importance of ongoing environmental monitoring.
2024 In Review & 2025 Outlook
The outlook for Australian equities in 2025 suggests a more cautious and nuanced market environment, with potential for sector and stock rotations, driven by earnings outcomes and market leadership, while the focus will shift from macro factors to individual stock performance amid high valuations and uncertain economic conditions.
