Australian Webcast: Australian Banks – Post Reporting Season reflections
Andrew Martin, Co-founder and Portfolio Manager at Alphinity, discusses the latest Australian bank results amid market volatility, including the impact of the Iran war, interest rate hikes, and the federal budget. He shares insights on credit quality, provisioning trends, and the effects of proposed changes to negative gearing and capital gains tax on the housing market and bank earnings.
Japan – From Observation to Conviction and Two Quality Investment Ideas
Japan is undergoing a powerful structural reset, with inflation, governance reform and pro-growth policy driving renewed economic momentum and investment opportunity.
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.
