Australian Webcast: February 2024 Reporting Season
Stuart Welch and Elfreda Jonker discuss the upcoming reporting season and themes we’re expecting to see over the next few weeks.
Global Webcast: Outlook for Global Equities
Jeff Thomson and Elfreda Jonker share a 2024 Outlook for Global Equities.
Australian Webcast: Outlook for Australian Equities in 2024
Andrew Martin and Elfreda Jonker provide an outlook for Australian equities in 2024.
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.
