Australian Webcast: August 23 Reporting Season Reflections
Andrew Martin and Elfreda Jonker reflect on the August 2023 reporting season and discuss the key themes from the past few months.
Australian Webcast: May 2023 – Outlook for Commodities
Stephan Andre and Elfreda Jonker reflect on the outlook for global commodities and how Alphinity are positioned going forward.
Australian Webcast: Outlook for Australian banks post 1Q 2023 results
Andrew Martin and Elfreda Jonker discuss the Australian banking sector, examining its current state and the anticipated outlook for the remainder of 2023.
BHP Spotlight 2030 Mt. Arthur closure
Jessica Cairns considers the importance of balancing climate goals with the social and economic impact of the Mt Arthur mine closure and issues to be addressed through a just transition plan.
Australian Webcast: Reflecting on February 2023 Australia Reporting Season
Stuart Welch and Elfreda Jonker reflect on the February 2023 earnings season and discuss key themes and stocks.
Australian Webcast: Changes to the Safeguard Mechanism
Jessica Cairns discusses the changes to the Safeguard Mechanism and Australian Carbon Credit Units (ACCUs) that were proposed in January.
The Safeguard Mechanism – What’s all the fuss about?
Jessica Cairns discusses the implications of the Safeguard Mechanism for companies which have most of their operations in Australia.
Australian Webcast: Reflection on 2022 & Outlook for 2023
Johan Carlberg and Elfreda Jonker reflect on key events that shaped the Australian market in 2022 and the outlook for 2023.
Webcast: ESG and Sustainability Report
In this short video Jessica Cairns and Moana Nottage provide an overview and share key highlights from the 2022 ESG and Sustainability Report.
