Global Webcast: Key themes from US Industrials trip
Chris Willcocks and Elfreda Jonker discuss insights from Chris’s US trip, covering cautious management sentiment, the impact of tariffs, and improving short-cycle businesses. They also highlight key sector trends, including aerospace, transport, and waste management.
Global Webcast: DeepSeek’s implications for the AI trade & 4Q24 Tech Results
Trent Masters and Elfreda Jonker discuss the latest developments in AI, focusing on DeepSeek and its implications for the tech sector, particularly the Mag 7. They explore how AI cost efficiencies are driving continued investments, the evolving AI trade, and shifts in portfolio positioning.
Australian Webcast: Highlights from visit to the Santos Moomba CCS facility
Jess Cairns and Elfreda Jonker reflect on Jess’ visit to South Australia for the opening of Santos’ Carbon Capture and Storage (CCS) facility in Moomba, discussing the project’s infrastructure, cost-effectiveness, and long-term viability. They address skepticism around CCS technology, highlight key takeaways for investors, and emphasize the importance of ongoing environmental monitoring.
Global Webcast: Key highlights from 2024 & Outlook for Global Markets in 2025
Jonas Palmqvist and Elfreda Jonker reflect on 2024’s strong global equity market performance, particularly in the US tech sector, while discussing expectations for 2025, including a potential shift in leadership towards cyclical and defensive stocks, and highlighting key investment themes such as technology, financials, and commercial real estate.
Australian Webcast: Key highlights from 2024 & Outlook for the Australian market in 2025
Andrew Martin and Elfreda Jonker reflect on the key highlights of 2024, including strong investment performance and market trends, while discussing expectations for 2025, focusing on potential challenges and opportunities in the economy, interest rates, and market rotation.
Global Webcast: Feedback From India, Singapore & US Travels
Jeff Thompson and Elfreda Jonker discuss Jeff’s recent trip to India and New York, highlighting India’s economic growth potential, particularly its young, digitally engaged population, and the impact on multinational companies like Unilever, Walmart, and L’Oréal.
Global Webcast: Feedback from Arizona – Key themes and Tech & AI conference
Elfreda Jonker connects with Ty Archibald, who is in Arizona, where the UBS Technology & AI Conference is taking place. They discuss the challenges of implementing AI, the role of large companies in driving efficiencies, and emerging revenue opportunities in AI software, with a focus on companies like Microsoft, ServiceNow, and Tyler Technologies.
Australian Webcast: Key highlights from investment trips and investment implications
Elfreda Jonker and Stephane Andre discuss recent travels to China, the US, and Chile, highlighting China’s consumer confidence issues affecting the economy, a positive outlook on copper and a cautious view on US housing due to high interest rates and delays in development approvals.
Global Webcast: Feedback from Singapore & Investing in non-traditional Materials stocks
Jonas Palmqvist and Elfreda Jonker discuss the current global equity market outlook, highlighting positive earnings growth but acknowledging a maturing cycle, mixed earnings recovery, and the cautious approach to cyclical investments, particularly in the materials sector.
