Want to stay invested in shares whilst also taking a defensive position? We spoke with Nikki Thomas, Portfolio Manager at Alphinity about adding a defensive bias without turning to cash. Firstly, Nikki says she would look to increase her allocation to defensive sectors with stable earnings such as utilities, property... Show More
We asked Nikki Thomas from Alphinity to share one of the useful investing lessons that she has picked during her career. Rather than pointing to a specific rule she says the most useful tip she can give is to make sure you are aware of your own tendencies and biases. “I’m... Show More
It’s the world’s largest restaurant chain by revenue and if you’d picked up 100 shares in the IPO your investment would be worth over US$12million today and you'd be receiving over US$345,000 per year in dividends. We’re talking about McDonald’s which operates over 36,000 stores globally. So why has a... Show More
As a boutique, active, core equities investment manager, our aim is simple and effective: to identify opportunities across market cycles and invest in quality, undervalued companies with underestimated forward earnings expectations. Show More
Alphinity seeks to invest in quality, undervalued companies that can deliver an ‘earnings surprise’ to drive outperformance. We have found that a positive earnings surprise is likely to be followed by a period of sustained positive earnings revisions/surprises driving share price out performance. Likewise, negative surprises drive underperformance. Show More
With a 38% increase, energy was the best performing sector on the ASX last financial year. In this short video, Stephane Andre, Principal at Alphinity Investment Management, outlines the fundamentals behind the strong oil price, and which two energy companies his fund continues to hold. Key points The oil market... Show More
Copper may have stumbled recently, however a constrained supply side paints a very bullish picture over the long-term. Resources expert Stephane Andre, from Alphinity Investment Management, outlines the dynamics of the metal’s price in this short video, with a copper stock that he says is ‘strongly undervalued’. Show More
Trade tensions between the US and China now pose a real risk to markets, with leading indicators pointing to lower global growth. We sat down with Stephane Andre, Principal at Alphinity Investment Management to get his view and to see who the winners and the losers may be in this... Show More
Each quarter, Alphinity Investment Management’s portfolio managers share their expert views on the trends and themes emerging within their relevant sectors. This quarter, we share our thoughts on the current trends and outlook for the insurance sector. Show More
Are fintech start-ups coming to disrupt Australia’s Big Four Banks? Not any time soon, according to Andrew Martin from Alphinity Investment Management. Fintech start-ups have attracted a lot of attention in recent years, and some of them have been quite successful. Show More
Stock prices have been moved more by macro events than by individual outlooks in the current business cycle, but that’s all starting to change, says Andrew Martin, Portfolio Manager at Alphinity Investment Management. As bond prices recently begun to fall, there was divergence among many of the ‘bond-proxies’. Show More