alphinity

Latest news and analysis on alphinity

Rapid Fire

Don't worry about the equity market rotation - rotating your portfolio is likely more important

Alphinity's Bruce Smith shares where he and team have been making moves and why - and it's not what you might think.
Chris Conway
Livewire Markets
Equities

AI: Sorting bubbles from justified inflation

We look at companies and stocks that can make true benefits from the AI revolution.
+5
Elfreda Jonker
Alphinity Investment Management
Livewire Live

Why all this good news could be bad for markets

In this wire, Alphinity's Mary Manning answers six of Livewire's questions ahead of Livewire Live on September 12th.
+6
Ally Selby
Livewire Markets
Equities

Can this tech titan continue to defy gravity or will consumer headwinds bring it back down to Earth?

It's been a week of restless nights for global investors. With tech behemoths Microsoft and Amazon sharing nightmarish guidance and disappointing estimates in their...
Ally Selby
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Why healthcare still needs some reviving (and 2 strong buys in the sector)

While healthcare was clearly the lifeblood of the Aussie market over the last decade, the last two years have seen many of these long-term compounders barely register...
COH
CSL
HLS
+4
Buy Hold Sell
Livewire Markets
Equities

NIKE – The Greek goddess of victory (and innovation!)

Nike (NYSE: NKE) is the global athletic market leader selling footwear (~60% of sales), apparel and equipment across all regions of the globe (~40% North America, ~25%...
Nikki Thomas
Nikki Thomas
Alphinity Investment Management
Expert Insights

Why earnings revisions come in groups

In a world where information is disseminated almost instantly, markets have become quick to price in new information. However, Andrew Martin from Alphinity Investment...
Livewire Exclusive
Livewire Markets
7