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.
Tech Talk July 2022: Better than feared?
In this Tech talk, Trent Masters analyses the reporting season that wasn’t quite as bad as people feared, earnings expectations for this year and next and the divergence in technology.
Global Webcast: Q2 reporting season
Was the reporting season for Q2 better than feared? Chris Willcocks provides a wrap up as we approach the end of second quarter earnings and highlights the key themes within the Industrials sector.
Around the world in 200 meetings
After 2 years, travel has returned and Zoom calls are no longer the new normal. The global portfolio managers share highlights from their overseas investment trips where the team travelled to 7 countries visiting over 200 existing and prospective portfolio companies.
Around the world with Jeff Thomson
In the first of this 5 part video series with the Global portfolio mangers, Jeff Thomson shares the insights from his trip where he visited companies and analysts across the financial and consumer staples sectors in 5 countries over 5 days.
Around the world with Trent Masters
Within the tech sector, the delineation in terms of performance between the winners and the losers in the current environment is becoming clear. What are the key elements that depict the winners and losers?
