By 2030 almost 50% of all new vehicles sold globally are expected to be Electric Vehicles (EVs). Who will be the winners and losers in the auto sector?
Moana Nottage reflects on the current situation unfolding in Russia and Ukraine and the implications to consider from an ESG and sustainability perspective.
After a particularly brutal month in markets, Trent Masters shares his thoughts and takeaways from the recent reporting season as it draws to a close.
Mary Manning reflects on the implications for China and explains the impacts for global equity investors and the broader global economy.
Jeff Thomson explains Alphinity’s approach to identifying earnings surprises in this Fund in Focus video with Livewire.
San Francisco – the city where everyone you meet is either a software engineer or has options in a start-up. Trent shares his thoughts and takeaways from the month.
Investors are currently faced with more uncertainties than usual. The Federal Reserve has committed to hiking rates to address an acceleration in inflation, but downside risks to global growth have increased.
The future looks bright for the semiconductor industry, with demand drivers expanding beyond smartphones and PCs to autos, industrials and datacentres.