In the first of this five part video series with the Global Portfolio Managers, Chris Willcocks and Elfreda Jonker share the insights from Chris’ trip where he visited companies and analysts across the industrials and energy sectors.
A strong June in markets capped off an exuberant start to 2023 as the soft-landing narrative gained traction and AI enabled enthusiasm in Tech stocks drove markets considerably higher. Trent reviews the market back-drop as we move into 2H23.
Jeff Thomson and Elfreda Jonker discuss Jeff’s insights and the overall takeaways from his recent visit to Europe, and a few key themes and stock implications.
Are the banks really in that bad a position? And what about companies that benefit from higher interest rates? In this episode, Andrew Martin discusses the winners and losers of higher rates.
Mary Manning and Elfreda Jonker discuss Mary’s insights and the overall takeaways from her recent trip to China and Hong Kong.
Stephan Andre and Elfreda Jonker reflect on the outlook for global commodities and how Alphinity are positioned going forward.
Jeff Thomson and Elfreda Jonker discuss the current state of the global banking sector and assess the anticipated outlook for the remainder of 2023.
Andrew Martin and Elfreda Jonker discuss the Australian banking sector, examining its current state and the anticipated outlook for the remainder of 2023.