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.
Hitting the Road with Alphinity Global
Our five global portfolio managers met with over 130 companies in 14 cities and 8 countries. This summary highlights their insights and demonstrates how their respective trips have shaped our diversified, high-conviction portfolios of high-quality global earnings leaders.
Global Webcast: June 2023- European trip highlights
Jeff Thomson and Elfreda Jonker discuss Jeff’s insights and the overall takeaways from his recent visit to Europe, and a few key themes and stock implications.
Crowded Maison: Are global luxury stocks still a buy?
Global luxury stocks have been one of the best performing sub-sectors in the last 3 years. Can the remarkable outperformance of the luxury sector continue or is the luxury trade now a crowded house (maison)?
Navigating ESG in the apparel trade
Our first-hand experiences exploring apparel players in Bangladesh and Vietnam have revealed invaluable insights into the unique social challenges, empowering us to deepen our focus areas within our investments.
