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.
Global Webcast: Tech Wreck
Trent Masters discusses the third quarter reporting season relative to expectations and the outlook for tech companies in the coming months.
Tech Talk September 2022: Under pressure…
Global Portfolio Manager Trent Masters discusses market volatility and his key takeaways from spending the previous two weeks in New York and San Francisco.
Is Google’s LaMDA chatbot sentient?
How should investors think about the ESG and Sustainability risks associated with AI development and application? Mary Manning discusses the ethical risks to consider.
Global Webcast: A stock pickers market
With 7 different sectors represented in our top 10 stocks, Jonas Palmqvist highlights the importance of stock picking and reflects on the current environment for Global markets.
5 Global ‘Earnings Upgraders’ outstripping the market
Client Portfolio Manager, Elfreda Jonker takes a look at 5 high quality, diverse global upgraders that bucked the trend during the recent second quarter reporting season.
