Nikki Thomas discusses the investment case for Otis Elevators
After the COVID pandemic, our lives and the businesses we invest in will be different. Lachlan MacGregor considers what has changed permanently, what is temporary and what has stayed the same.
Jonas Palmqvist discusses the eventful year in markets and what new opportunities he sees in the Alphinity Global Equity Fund.
Lachlan MacGregor discusses a new top 10 investment, Activision Blizzard.
This month Alphinity discusses the recent market events and the opportunities it has provided for a process based on earnings leadership.
Lachlan MacGregor provides a review of global markets during the first quarter of 2020.
Jeff Thomson discusses investing through the volatility and provides an update on the Alphinity Global Equity Fund.
Jonas Palmqvist discusses the global equity outlook for 2020.