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Stock picking, banks & a home bias

PODCAST: From banks to resources, Australian investors continue to have a home bias. But with uncertainty around positioning on the ASX, should investors remain heavy weight local market?

11 July 2025

Global Webcast: Key highlights from recent European research trip

Elfreda Jonker and Matisse Clark discuss key takeaways from Matisse’s recent research trip to Europe, where she met with companies across the industrial, consumer and healthcare sectors.

9 July 2025

Australian Webcast: UK Technology Trip – growth opportunity for Xero & Technology One

Elfreda Jonker and Andrey Mironenko share insights from a recent UK research trip, exploring opportunities for ASX-listed technology companies Xero and Technology One.

3 July 2025

The Sustainability of AI: Insights from Asia’s Innovation Hubs

As the global AI race accelerates, so too does the scrutiny on its environmental, social, and governance (ESG) implications. A recent thematic research trip across Seoul, Taipei, Beijing, Shanghai, and Shenzhen offered a rare window into how Asia’s tech giants and infrastructure providers are navigating the complex intersection of AI innovation and sustainability.

2 July 2025

Investing in earnings leadership (and 2 ASX examples)

Stuart Welch shares how Alphinity hunts for and invests in companies displaying earnings leadership, shares why those revisions need to be driven by real fundamentals, and provides a bull case for two ASX names that meet the criteria.

24 June 2025

Australian Webcast: Australian banks & consumer staples

Elfreda Jonker reflects on Alphinity’s latest earnings note, highlighting how the team’s disciplined focus on earnings leadership has delivered consistent alpha through volatile markets. She explores key portfolio insights across Australian banks, the Coles versus Woolworths divergence, and insurance, demonstrating the power of earnings upgrades as a performance driver.

17 June 2025

Global Webcast: Key highlights from recent European research trip

Elfreda Jonker and Jeff Thomson unpack insights from a recent research trip across Europe, highlighting improving macro conditions, fiscal stimulus and renewed strength in the banking sector. They discuss key portfolio implications, including the case for Spanish bank CaixaBank, as Europe transitions away from deflation and into a more supportive environment for earnings and capital returns.

17 June 2025

Alphinity’s process in action:  Earnings – The beacon in a storm

In a volatile market shaped by macro uncertainty and shifting sentiment, Alphinity’s focus on earnings leadership has proven a steady guide. Through disciplined stock selection and attention to earnings revisions, we have uncovered standout opportunities in sectors like banks, consumer staples and insurance, showing that company fundamentals still drive performance.

16 June 2025

Beginning of the End or End of the Beginning?

Long seen as untouchable, Apple and Google now face mounting pressure from the rapid rise of AI which is reshaping how users access information and interact with technology. Their core businesses in search and smartphones are under threat from structural shifts and regulatory challenges, raising the possibility that the next generation of tech giants may emerge from this inflection point.

5 June 2025