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.
2022 ESG and Sustainability Report
Our 2022 report highlights key ESG and sustainability outcomes and achievements across all Alphinity funds.
Tech Talk November 2022: Inflation? Too early for “Mission Accomplished?”
Have we started to see an earnings trajectory as we delve into 2023?
Global Webcast: Did Amazon cancel Christmas
Mary Manning discusses the outlook for the global consumer going into 2023.
Tech Talk October 2022: Are the FAANGs dead?
Global Portfolio Manager Trent Masters shares his thoughts regarding FAANG stocks and the decline in share prices of leading tech companies.
