Alphinity Global Webcast – October 2021
Trent Masters joins Elfreda Jonker to discuss his views on Microsoft.
Microsoft (MSFT US): Same but different
Microsoft is a business that has been the bedrock for how we get things done for decades. Trent Masters discuss the characteristics of the business that are contributing to the compelling investment case for shareholders.
7 valuable investing lessons from Mary Manning
In this Livewire video, Mary Manning discusses seven valuable lessons that investors can draw on in the current market environment, including the role of technology in the transition to a sustainable future, why it’s important to be aware of the risks, and why you should draw on those around you.
Tech for good – enabling sustainable business
Mary Manning discusses several stocks across different sectors, where technology is facilitating businesses to operate in a more sustainable way.
COVID winners doubling up and changing the rules of the game
Alphinity explore a few lesser-known companies which are thriving through COVID by changing the rules of the game in their respective sectors.
A view from the high road: Looking back at FY21 and towards FY22
We look back at the major drivers of returns in FY21 and important trends for FY22.
Alphabet (GOOGL US): Beyond Search
Alphabet is primarily known for the Google search box, but opportunities in AI, transport and healthcare make it a compelling investment.
Nike – The Greek goddess of victory (and innovation!)
Nike’s shift to direct and digital has been a resounding success, boosted by Covid-19. Nikki Thomas takes a closer look at the athletic powerhouse’s strategy.
Looking through the “hawkish” noise
In light of the recent noise in the market from China, the Fed and the CPI print, Alphinity reflect on how their Funds are currently positioned.
