Sticking with security
Alphinity’s investment approach focuses on high-quality companies with strong earnings potential and a diversified portfolio. How do we find “security” during times of financial uncertainty and volatile markets?
Global Webcast: US Industrials Trip – Key themes & stock picks
Chris Willcocks and Elfreda Jonker discuss Chris’ recent trip to the US and key themes.
Five themes and Five Stocks for 2023
As the bears start to wrestle for control from the bulls, we share five themes we expect will have implications for global equity markets this year and five stocks to position for each of these themes.
Global Webcast: High Conviction Ideas for 2023
Mary Manning and Elfreda Jonker discuss insights from Mary’s recent trip to North America and key takeaways, the current reporting season across global markets and their view for the year ahead.
Finding earnings leaders in 2023
Tightening, Tanks, Trade Wars, Inflation and Interest rates were some themes that dominated headlines and impacted equity markets during 2022. What market factors are likely to change in 2023?
Tech Talk December 2022: The most interesting things in Tech
Global Portfolio Manager Trent Masters recaps the key events that affected global markets in 2022.
Global Webcast: Reflection on 2022 & Outlook for 2023
Jonas Palmqvist and Elfreda Jonker reflect on the key events that affected portfolios in 2022 and Alphinity’s outlook on global markets in 2023.
Did Amazon cancel Christmas?
Elfreda Jonker shares the 3 consumers Alphinity believe can withstand a less cheery Festive Season following the reporting of Amazon’s 3Q22 results.
Webcast: ESG and Sustainability Report
In this short video Jessica Cairns and Moana Nottage provide an overview and share key highlights from the 2022 ESG and Sustainability Report.
