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.
Three critical social issues reshaping Australian investment risks in 2025
In this report, we explore three critical social issues reshaping investment risks in Australia: mental health and psychosocial safety, First Nations heritage management, and human rights in global supply chains. Drawing on analysis of over 100 listed companies and nearly 200 ESG engagements, the findings highlight how these social factors are increasingly influencing financial performance, regulatory exposure, and long-term portfolio resilience.
Rise of the Retail Superpowers
The “Big Three” of U.S. retail, Amazon, Costco and Walmart, are dominating the market, accounting for 45% of incremental retail sales and leveraging scale, e-commerce and logistics to continuously outgrow competitors. While smaller retailers struggle to compete, select specialty retailers like O’Reilly Automotive continue to thrive by focusing on expertise, customer loyalty and niche markets.
