Australian Webcast: Australian technology stocks & AI
Andrey Mironenko and Elfreda Jonker discuss the the impact of AI on the technology sector in Australia and and the opportunities AI presents for technology stocks.
Australian Webcast: Outlook for the Australian Resources Sector
Stephane Andre and Elfreda Jonker examine the resource sector, exploring the factors contributing to its volatility and what might lie ahead.
Is Gen AI driving a tech comeback?
In this ASX podcast, Elfreda Jonker discusses Generative AI and what it means for the beneficiaries of this technology.
Australian Webcast: Outlook for Australian REITs
Bruce Smith and Elfreda Jonker discuss the domestic real estate sector, the implications of what is happening to bond yields.
Australian Webcast: Outlook for Australian Banks
Andrew Martin and Elfreda Jonker reflect on the major Australian banks, their recent surge, and share their insights on the outlook.
Australian Webcast: February 2024 Reporting Season
Stuart Welch and Elfreda Jonker discuss the upcoming reporting season and themes we’re expecting to see over the next few weeks.
It’s BAD to be GOOD as we head into 2024
Elfreda Jonker shares insights from our analysis of 2023’s unique investment challenges and explains how Alphinity’s focus on resilient earnings is shaping a promising financial outlook for 2024.
Australian Webcast: Outlook for Australian Equities in 2024
Andrew Martin and Elfreda Jonker provide an outlook for Australian equities in 2024.
It was BAD to be GOOD in 2023
During 2023, we faced an investing conundrum where ‘good news’ such as strong economic data ironically meant ‘bad news’ for equity markets due to the need for high cash rates; Elfreda Jonker provides a review of the year and discusses the outlook for Australian equities.
