Investing in earnings leadership (and 2 ASX examples)
Stuart Welch shares how Alphinity hunts for and invests in companies displaying earnings leadership, shares why those revisions need to be driven by real fundamentals, and provides a bull case for two ASX names that meet the criteria.
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.
Global Webcast: Key highlights from recent European research trip
Elfreda Jonker and Jeff Thompson 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.
Alphinity’s process in action: Earnings – The beacon in a storm
In a volatile market shaped by macro uncertainty and shifting sentiment, Alphinity’s focus on earnings leadership has proven a steady guide. Through disciplined stock selection and attention to earnings revisions, we have uncovered standout opportunities in sectors like banks, consumer staples and insurance, showing that company fundamentals still drive performance.
Beginning of the End or End of the Beginning?
Long seen as untouchable, Apple and Google now face mounting pressure from the rapid rise of AI which is reshaping how users access information and interact with technology. Their core businesses in search and smartphones are under threat from structural shifts and regulatory challenges, raising the possibility that the next generation of tech giants may emerge from this inflection point.
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.
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.
2024 ESG and Sustainability Report
We are proud to present Alphinity’s fourth ESG and Sustainability Report. The report is full of case studies and examples that demonstrate our ongoing commitment to sustainability, investing responsibly, and transparency. We hope it will provide some insight into our ESG and sustainability-related priorities, processes, policies and outcomes.
One Year On: Responsible AI engagement examples and reflections
One year after launching the Responsible AI Framework with CSIRO, Alphinity reflects on how investors can navigate the growing risks and opportunities tied to AI adoption. This update shares real-world use cases, ESG insights and lessons from over 40 company engagements, showcasing how responsible AI practices are evolving across sectors.
