Searching for a signal? Alphinity’s Stuart Welch says earnings upgrades matter most
In this Livewire video, Stuart Welch walks through how his team is thinking about Australian equities right now and why, in the face of macro uncertainty, the focus remains on company earnings.
When the Map Changes Mid-Journey
Markets don’t wait for certainty. They reprice the expectation. After a strong run into February 2026, the landscape has shifted quickly, and the macro has taken over.
Inside Alphinity’s earnings-first approach to the Australian market
In this Livewire video, Andrew Martin explains how Alphinity finds stocks with genuine earnings momentum.
Global Webcast: Japan Research Trip – Highlights and Stock picks
Global Portfolio Manager Chris Willcocks shares key takeaways from his recent trip to Japan and what they mean for the portfolio. Drawing on insights across the Consumer, Industrials, Property and Technology sectors, Chris discusses the structural changes underway and the tailwinds supporting Japan’s corporate sector today.
February Reporting Season: Strength Beneath the Volatility
February 2026 demonstrated something important: in a market that feels volatile and difficult to navigate, earnings remain the most reliable compass.
Australian February Reporting Season – Key Themes
Domestic Portfolio Managers Andrew Martin and Stuart Welch share their insights from the recent reporting season, breaking down the key themes and challenges behind one of the strongest seasons in years.
Global Webcast: US Tech Research Trip – Live update from a Waymo in San Francisco
Global Portfolio Manager Trent Masters shares highlights from a two‑week US tech trip, including a ride inside one of Waymo’s self‑driving cars. From software and payments to security and the internet, Trent offers insights from leading technology companies and the trends shaping the evolving tech landscape.
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.
