On the Road with Alphinity: ESG and sustainability priorities in Western Australia’s mining sector
In this report, research in Western Australia with mining companies and Traditional Owner groups explored cultural heritage obligations and environmental impacts. The findings inform an assessment of key ESG risks, including nature, decarbonisation, First Nations considerations, AI, and workforce safety.
Two hot stocks from the market’s hottest sector this year (and no, it’s not tech!)
Telstra’s dominance, Spark’s revival, and sector-wide discipline are fuelling the ASX telco rally. Here’s what could happen next.
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.
ESG in 10: Investing with Respect: Integrating First Nations Perspectives into ESG
Host Charlotte O’Meara is joined by Alphinity’s Moana Nottage to explore how integrating First Nations knowledge and rights into investment decision-making can enhance ESG outcomes and drive authentic, long-term value.
Alphinity Global’s mission to make money for investors
Earnings leadership, company quality and stock valuation is what Trent Masters looks for when picking.
The AI governance risk keeping executives up at night: A conversation with Elfreda Jonker
In this episode of The Greener Way, host Michelle Baltazar discusses the governance risks posed by AI with Elfreda Jonker from Alphinity Investment Management.
