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?
Hitting the Road with Alphinity Global: European Financials & Consumer trip
In the final video of this five-part series featuring Global Portfolio Managers, Jeff Thomson and Elfreda Jonker delve into Jeff’s insights from his recent European trip. During his travels, he engaged with companies and analysts across the financial and consumer sectors.
Hitting the Road with Alphinity Global: US Technology Trip
In the fourth of this five part video series with the Global Portfolio Managers, Trent Masters and Elfreda Jonker explore Trent’s takeaways from his recent trip, during which he met with companies and analysts across the technology sector in the United States.
Hitting the Road with Alphinity Global: China & Consumer Luxury trip
In the third of this five part video series with the Global Portfolio Managers, Mary Manning and Elfreda Jonker discuss Mary’s insights and the overall takeaways from her recent trip to China and Hong Kong.
Hitting the Road with Alphinity Global: US Healthcare Trip
In the second of this five part video series with the Global Portfolio Managers, Jonas Palmqvist and Elfreda Jonker discuss the insights gained from his recent trip to visit healthcare companies and analysts across the US.
Hitting the Road with Alphinity Global: European Industrials & Energy Trip
In the first of this five part video series with the Global Portfolio Managers, Chris Willcocks and Elfreda Jonker share the insights from Chris’ trip where he visited companies and analysts across the industrials and energy sectors.
