Webcast: May 2020
Bruce Smith discusses the turmoil in property securities this year and how we’ve positioned the portfolios.
Webcast: April 2020
Q1 Review and investment update Stuart Welch provides a review of markets during the first quarter and gives an investment update on the positioning of the Alphinity Funds.
Sector Spotlight: Resources
Are Resources a relatively safe place in this dynamic environment? Stephane Andre shares his thoughts.
Webcast: March 2020
Andrew Martin discusses Alphinity’s current thoughts on the recent market volatility and how they are approaching the sell down and uncertainty.
Webcast: January 2020
Johan Carlberg reviews last year’s equity markets and looks ahead in 2020.
Webcast: December 2019
Stephane Andre shares his findings about the LNG sector following a recent trip to Asia and provides an outlook for 2020.
Sector Spotlight: Bank Sector
Andrew Martin shares his thoughts on the current trends and outlook for the Bank sector.
Webcast: October 2019
Johan Carlberg discusses the prospect of quantitative easing coming to Australia and what this means for investors.
Webcast: September 2019
Andrew Martin discusses the recent earnings season and how Alphinity’s stocks performed.
