Global Webcast: Outlook for Global Equities in 2026
Elfreda Jonker was joined by Jeff Thomson to discuss the outlook for global equities in 2026. Jeff shared his views on the current macro environment for global markets and where we are in the global earnings cycle.
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.
Celebrating 15 Years
2025 marked 15 years of Alphinity Investment Management. The conversation continues with an exclusive video Q&A with our founders, Andrew Martin and Stephane Andre, sharing the lessons learned, the philosophy that’s guided Alphinity, and their vision for what’s ahead.
Australian Webinar: August 2025 Reporting Season
In this webinar, Portfolio Manager Stuart Welch provides an update on Alphinity’s view of the Australian August 2025 reporting season. Stuart shares key takeaways from results and discusses market themes.
Global Webcast: Initial Impressions from the 2Q25 US reporting season & Mag7 results
Elfreda Jonker speaks with Trent Masters about a strong but volatile second quarter reporting season. Tech leaders like Meta and Microsoft outperformed, while healthcare and consumer stocks lagged amid looming tariff impacts and margin pressures into 2026.
Australian Webcast: Aus vs US Healthcare Sectors & why we still like Resmed
Elfreda Jonker speaks with Stuart Walsh about why Australia’s healthcare sector has outperformed global peers, thanks to niche leaders like CSL, ResMed, and Cochlear that are less affected by US policy headwinds. ResMed in particular has benefited from strong demand, product innovation, and competitor exits, driving an ongoing earnings upgrade cycle and healthy shareholder returns.
Navigating nature-related risks in the farmed seafood supply chain
Nature is an increasing focus for investors, highlighting risks in industries like seafood with strong environmental dependencies. This report shares insights from Tasmanian salmon farm visits, exploring ESG risks, investment implications and broader links to nature and climate.
2024 ESG and Sustainability Report Video Overview
Alphinity’s fourth ESG and Sustainability Report outlines our evolving approach to responsible investing, guided by our Five Pillars framework and shaped by nearly 200 company ESG engagements in 2024. This 10-minute video presentation highlights key insights from the report, including updates on material ESG issues, sustainable fund SDG alignment, and enhanced risk assessment tools.
Alphinity Global’s mission to make money for investors
Earnings leadership, company quality and stock valuation is what Trent Masters looks for when picking.
