Gender diversity in the ASX200 – Mind the gap
With International Women’s Day earlier this week, it feels like a good time to take the opportunity to highlight our thinking around gender diversity and the commitment we have made to the 40:40 Vision initiative.
How to play renewables through commodities
Elfreda Jonker discusses the outlook for the commodities sector in 2021 and why despite the sector’s strong recent performance, multiple macro tailwinds, new supportive demand dynamics and positive earnings momentum should continue to drive returns higher.
2021: The year for “E” in PE
What the market needs in 2021 is the “E” (earnings) in PE (price/earnings multiple) to come through!
More from Morgan
A stronger and less risky institutional securities franchise, coupled with further diversification into its leading wealth and investment management segments, have set Morgan Stanley up for a period of sustained growth.
Aside from Tesla, who wins?
Alphinity discuss how Infineon Technologies is positioned to benefit from two fundamental and accelerating shifts in the automotive industry.
Alphinity signs up to 40:40 Vision
We support 40:40 Vision in the quest to achieve gender balance in executive leadership across ASX200 companies by 2030.
The end of an Era and start of the Next
Alphinity discuss how NextEra, one of the world’s largest renewable energy investors, has overtaken Exxon.
10 years on – much has changed, much remains the same
On our 10 year anniversary, Alphinity’s principals reflect on the changing investment landscape and greatest successes of the business.
Research in uncertain times
How do travel restrictions and remote working affect the Alphinity team’s research effort and information gathering process? Andrew Martin discusses.
