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.
Global Equity Outlook 2026: Earnings, Expansion, Excellence
Global equity markets enter 2026 with broadening earnings strength, supportive macro tailwinds, and a renewed focus on quality, marking a shift from the narrow, momentum‑driven leadership of recent years toward a more durable foundation for returns.
Australian Equities 2026: The Year of Earnings, Expansion and Execution
After a resilient 2025, Australian equities enter 2026 with rising earnings, expanding opportunities in resources and financials, and a sharper focus on execution in a market priced for performance.
AI’s $3 Trillion Question: Who Pays and What’s the Return?
AI’s $3 trillion investment surge is led by Big Tech, but future returns depend on generating unprecedented new earnings. Smaller firms are facing major funding challenges in this race.
The Great Resources Rotation
Australia’s materials sector has surged more than 40% from April lows, marking a sharp rotation driven by resilient demand, supply constraints and a weaker USD. We see this as a sustained shift in earnings leadership with further upside into 2026.
To Alphinity and Beyond: Founders’ Reflections
Reflecting on 15 years of Alphinity, we are proud to have built a resilient, client-focused investment business that has delivered consistent outcomes through changing markets. Our journey has been grounded in a shared philosophy, a strong culture, and a relentless focus on quality earnings to drive performance for our clients.
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.
