Australian Webcast: Outlook for Australian Equities in 2024
Andrew Martin and Elfreda Jonker provide an outlook for Australian equities in 2024.
It was BAD to be GOOD in 2023
During 2023, we faced an investing conundrum where ‘good news’ such as strong economic data ironically meant ‘bad news’ for equity markets due to the need for high cash rates; Elfreda Jonker provides a review of the year and discusses the outlook for Australian equities.
Australian Webcast: Reflecting on 2023 and Outlook for 2024
Johan Carlberg and Elfreda Jonker reflect on the market in 2023 and discuss the outlook for the Australian economy in 2024.
Australian Webcast: Australian Consumer Outlook and Top picks
Jacob Barnes and Elfreda Jonker reflect on the domestic consumer environment, Alphinity’s current positioning and the outlook for consumer behavior.
Australian Webcast: Highlights from our recent trip to China
Johan Carlberg and Elfreda Jonker discuss Johan’s recent journey to China and the insights on economic growth in the post-COVID era, shedding light on China’s evolving role in the global economy.
Podcast: Perspectives on Net Zero and A.I
Jessica Cairns, joined Escala Partners “Perspectives on Zero Podcast” with Investment Analyst, Darragh Kennelly to discuss recent progress from Australian companies transitioning to net zero and A.I. considerations for responsible investing.
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.
