Global Webcast: Russia/Ukraine conflict implications
Moana Nottage reflects on the current situation unfolding in Russia and Ukraine and the implications to consider from an ESG and sustainability perspective.
Tech Talk April 2022: profit and cash flow matter
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.
Global Webcast: China’s COVID zero policy implications
Mary Manning reflects on the implications for China and explains the impacts for global equity investors and the broader global economy.
Livewire Fund in Focus: Alphinity Global Equity Fund – Active ETF
Jeff Thomson explains Alphinity’s approach to identifying earnings surprises in this Fund in Focus video with Livewire.
Tech Talk March 2022: Software and start-ups
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.
The Magic of Margins
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.
Semiconductors – transforming our lives
The future looks bright for the semiconductor industry, with demand drivers expanding beyond smartphones and PCs to autos, industrials and datacentres.
Tech Talk February 2022: An “80% off” sale
February was another wild month for markets but it wasn’t all doom and gloom. Trent Masters shares the key trends post reporting season.
Modern slavery risk assessment
We provide an insight into our risk assessment process and define the criteria required for a good quality Modern Slavery Statement in 2022.
