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Global Webcast: Key highlights from recent European research trip

Elfreda Jonker and Matisse Clark discuss key takeaways from Matisse’s recent research trip to Europe, where she met with companies across the industrial, consumer and healthcare sectors.

9 July 2025

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.

3 July 2025

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.

17 June 2025

Global Webcast: Key highlights from recent European research trip

Elfreda Jonker and Jeff Thomson unpack insights from a recent research trip across Europe, highlighting improving macro conditions, fiscal stimulus and renewed strength in the banking sector. They discuss key portfolio implications, including the case for Spanish bank CaixaBank, as Europe transitions away from deflation and into a more supportive environment for earnings and capital returns.

17 June 2025

Global Webcast: 1Q25 Reporting Season and divergence within the Mag-7

Elfreda Jonker and Trent Masters unpack the key themes from the Q1 2025 global reporting season, highlighting the impact of shifting tariffs, policy changes, and earnings uncertainty. They explore sector performance, with a focus on the tech and communication space, including diverging trends among the Magnificent Seven.

2 June 2025

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.

2 June 2025

Global Webcast: Highlights from China consumer investment trip

Chris Wilcox and Elfreda Jonker discuss insights from Chris’s recent trip to Shanghai and Hong Kong, noting green shoots in China’s consumer sector. While property markets are stabilising, spending remains muted, especially in luxury and athleisure, amid brand-by-brand variability and fierce local competition.

22 April 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.

22 April 2025

Global Webcast: Key themes from US Industrials trip

Chris Willcocks and Elfreda Jonker discuss insights from Chris’s US trip, covering cautious management sentiment, the impact of tariffs, and improving short-cycle businesses. They also highlight key sector trends, including aerospace, transport, and waste management.

18 March 2025