Global Webcast: Reflecting on 2023 and Outlook for 2024
Mary Manning and Elfreda Jonker reflect on the key highlights of 2023 and discuss the global outlook for 2024.
Australian Webcast: Reflecting on 2023 and Outlook for 2024
Johan Carlberg and Elfreda Jonker reflect on the market in 2023 and discuss the outlook for the Australian economy in 2024.
Global Webcast: 3Q23 Global Results Season Highlights
Jonas Palmqvist and Elfreda Jonker reflect on the recent third quarter’s reporting season and discuss takeaways from the global equities market.
Australian Webcast: Australian Consumer Outlook and Top picks
Jacob Barnes and Elfreda Jonker reflect on the domestic consumer environment, Alphinity’s current positioning and the outlook for consumer behavior.
Australian Webcast: Highlights from our recent trip to China
Johan Carlberg and Elfreda Jonker discuss Johan’s recent journey to China and the insights on economic growth in the post-COVID era, shedding light on China’s evolving role in the global economy.
Global Webcast: Technology trip to the US, Israel & South Korea
Trent Masters joins Elfreda Jonker to discuss his recent trip to the US, Israel and South Korea, and the key highlights for the technology sector.
Australian Webcast: August 23 Reporting Season Reflections
Andrew Martin and Elfreda Jonker reflect on the August 2023 reporting season and discuss the key themes from the past few months.
Global Webcast: China Outlook and implications for our global portfolios
Elfreda Jonker and Global Portfolio Manager, Mary Manning, reflect on Mary’s key takeaways from her trip to China and the implications for Alphinity’s global portfolios.
Antimicrobial Resistance: An emerging ESG consideration
ESG & Sustainability Analyst, Moana Nottage, and Elfreda Jonker discuss antimicrobial resistance and why it is becoming an emerging ESG consideration.
