Australian Webcast: Australian Banks – Post Reporting Season reflections
Andrew Martin, Co-founder and Portfolio Manager at Alphinity, discusses the latest Australian bank results amid market volatility, including the impact of the Iran war, interest rate hikes, and the federal budget. He shares insights on credit quality, provisioning trends, and the effects of proposed changes to negative gearing and capital gains tax on the housing market and bank earnings.
Searching for a signal? Alphinity’s Stuart Welch says earnings upgrades matter most
In this Livewire video, Stuart Welch walks through how his team is thinking about Australian equities right now and why, in the face of macro uncertainty, the focus remains on company earnings.
When the Map Changes Mid-Journey
Markets don’t wait for certainty. They reprice the expectation. After a strong run into February 2026, the landscape has shifted quickly, and the macro has taken over.
Inside Alphinity’s earnings-first approach to the Australian market
In this Livewire video, Andrew Martin explains how Alphinity finds stocks with genuine earnings momentum.
February Reporting Season: Strength Beneath the Volatility
February 2026 demonstrated something important: in a market that feels volatile and difficult to navigate, earnings remain the most reliable compass.
Australian February Reporting Season – Key Themes
Domestic Portfolio Managers Andrew Martin and Stuart Welch share their insights from the recent reporting season, breaking down the key themes and challenges behind one of the strongest seasons in years.
Australian Webcast: Outlook for Australian Equities in 2026
Elfreda Jonker was joined by Stuart Welch to discuss Australian equities as we head into 2026. After a few years of earnings downgrades, 2026 is shaping up to be defined by the three Es: earnings, expansion and execution.
Australian Equities 2026: The Year of Earnings, Expansion and Execution
After a resilient 2025, Australian equities enter 2026 with rising earnings, expanding opportunities in resources and financials, and a sharper focus on execution in a market priced for performance.
The Great Resources Rotation
Australia’s materials sector has surged more than 40% from April lows, marking a sharp rotation driven by resilient demand, supply constraints and a weaker USD. We see this as a sustained shift in earnings leadership with further upside into 2026.
