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.
2022 ESG and Sustainability Report
Our 2022 report highlights key ESG and sustainability outcomes and achievements across all Alphinity funds.
Australian Webcast: Outlook for Commodities
In this webcast Stephane Andre discusses the outlook for commodities going into 2023.
Australian Webcast: Finding earnings upgraders in a downgrade cycle Brambles and Qantas
Elfreda Jonker and Stuart Welch share reflections on the volatility in equity markets and review stocks, Brambles and Qantas, that have been recently added to the Australian portfolios.
