Host Charlotte O'Meara is joined by Alphinity’s Moana Nottage to explore how integrating First Nations knowledge and rights into investment decision-making can enhance ESG outcomes and drive authentic, long-term value.

Earnings leadership, company quality and stock valuation is what Trent Masters looks for when picking.

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.

We are pleased to publish Alphinity’s fourth Environmental, Social and Governance (ESG) and Sustainability Report. This report highlights key ESG and sustainability outcomes and achievements for the 2024 calendar year across all Alphinity strategies.

Insights from her recent trip to Washington and Houston, Monique Rooney unpacks the US tariff turmoil, tax reform debates, and shifting energy policy—offering timely perspectives in a fast-moving landscape.

The Moomba Carbon Capture & Storage Project, capturing 10% of South Australia's annual CO2 emissions, is among the largest and most cost-effective globally. Jess Cairns visited the site opening to gain deeper insight into this potential turning point for CCS in Australia.

The outlook for Australian equities in 2025 suggests a more cautious and nuanced market environment, with potential for sector and stock rotations, driven by earnings outcomes and market leadership, while the focus will shift from macro factors to individual stock performance amid high valuations and uncertain economic conditions.

On The Australian Investors Podcast, Alphinity Investment Management’s Trent Masters talks with Owen Rask to talk earnings surprise and value capture.

Despite concerns about the impact of higher interest rates and the health of the Australian consumer, August’s earnings season was broadly in line with expectations.