Australian Webcast: Q2 results season reflections
Andrew Martin delves into the learnings from Q2 reporting season and shares the 2 main reasons results were surprisingly in line with expectations rather than worse than expected.
Australian Webcast: Consumer outlook and Q2 results
Consumers have maintained a robust level of spending which has been reflected in reporting season, Jacob Barnes provides his views and discusses the outlook for the Australian Consumer sector.
When the tide recedes
Elfreda Jonker discusses the importance of focusing on identifying quality management teams that can perform well during high tides, but even better during low tides and highlights two quality stocks for when the tide goes out.
Australian Webcast: banks in a higher interest rate environment
Andrew Martin discusses the outlook for Australian banks – what are the impacts of interest rates on Australian banks and how will this effect the rest of the economy?
Australian Webcast: US Building Materials
5 states and 6 cities in one week, Stuart Welch shares his observations from his US trip.
Australian Webcast: Impact from rising rates
What will be the 2 biggest impacts for Australian equity markets? Johan Carlberg, discusses Australia’s high interest rate environment and what it means for portfolios.
Australian Webcast: Commodities Outlook
Covid, conflicts and decarbonisation; Portfolio manager, Stephane Andre highlights the key themes and trends impacting the commodities sector.
Australian Webcast: Australian equities reporting season
Andrew Martin provides an update on reporting season, the outlook for markets and how Alphinity are positioned.
Modern slavery risk assessment
We provide an insight into our risk assessment process and define the criteria required for a good quality Modern Slavery Statement in 2022.
