Global Webcast: Reflecting on 2023 and Outlook for 2024
Mary Manning and Elfreda Jonker reflect on the key highlights of 2023 and discuss the global outlook for 2024.
Global Webcast: 3Q23 Global Results Season Highlights
Jonas Palmqvist and Elfreda Jonker reflect on the recent third quarter’s reporting season and discuss takeaways from the global equities market.
What is AMR and why is it important for Investors?
Moana Nottage joined Fidante’s ‘ESG in 10’ podcast to discuss her research into Antimicrobial Resistance (AMR) and the importance of integrating AMR as a factor into the investment and stewardship process.
Global Webcast: Technology trip to the US, Israel & South Korea
Trent Masters joins Elfreda Jonker to discuss his recent trip to the US, Israel and South Korea, and the key highlights for the technology sector.
Journeying through China with Johan
This month, Johan Carlberg embarked on a visit to China to assess the real impact of the government’s stimulus measures on the nation’s economic activity and consumer confidence. Discover more about Johan’s journey through China.
Ferrari: The case for RACE (RACE IM)
Ferrari is one of the world’s most iconic brands and investing in it is like owning a piece of the future. Discover why RACE IM is not just a stock; it’s a piece of history in the making, offering high returns, exclusive luxury, and automotive innovation.
Global Webcast: China Outlook and implications for our global portfolios
Elfreda Jonker and Global Portfolio Manager, Mary Manning, reflect on Mary’s key takeaways from her trip to China and the implications for Alphinity’s global portfolios.
Global Webcast: Technology – 2Q results & Are we in an AI bubble?
Elfreda Jonker and Global Portfolio Manager, Trent Masters, reflect on current results and discuss the tech sector, examining the current state of AI.
Sorting bubbles from justified inflations!
The world has been swept up in Artificial Intelligence euphoria. AI is an exciting investment opportunity, with many growth tangents still to be discovered. But like any investment, investors need to be ensure they are not riding a bubble that may eventually pop. Is AI just another tech bubble about to implode? Or something much more substantive?
