Where exactly are we in the recovery?
In this episode of Buy Hold Sell, Stuart Welch discusses how Alphinity is positioning their portfolios in the current environment.
Buy Hold Sell: 5 stocks with cyclical tailwinds
In this episode of Buy Hold Sell, Stuart Welch discusses his thoughts on five carefully selected stocks outside of the top 20 with cyclical tailwinds in their favour.
Webcast: March 2021
Stephane Andre discusses the outlook for the key commodities and related stocks.
Webcast: December 2020
Johan Carlberg discusses where he expects next year’s earnings winners to emerge from.
Webcast: October 2020
Portfolio Manager, Stuart Welch discusses the post-COVID-19 outlook for the healthcare sector.
Alphinity Sustainability Webinar with Fortescue Metals Group CEO
In this webinar, Fortescue Metals Group Ltd CEO, Elizabeth Gaines joins Alphinity to discuss Fortescue’s approach to sustainability.
Value and growth traps – How to avoid both and beat the market
Andrew Martin offers an insight into the importance of balancing trust in your investment philosophy with evolving market trends.
Webcast: September 2020
Andrey Mironenko and Jessica Cairns discuss the rationale regarding the recent decision to exclude oil and gas from the Alphinity Sustainable Share Fund.
Global Webcast: June 2020
Jonas Palmqvist discusses the eventful year in markets and what new opportunities he sees in the Alphinity Global Equity Fund – Active ETF.
