Global Webcast: May 2023 – China and Hong Kong Trip Highlights
Mary Manning and Elfreda Jonker discuss Mary’s insights and the overall takeaways from her recent trip to China and Hong Kong.
Australian Webcast: May 2023 – Outlook for Commodities
Stephan Andre and Elfreda Jonker reflect on the outlook for global commodities and how Alphinity are positioned going forward.
Global Webcast: Outlook for Global banks post 1Q 2023 results
Jeff Thomson and Elfreda Jonker discuss the current state of the global banking sector and assess the anticipated outlook for the remainder of 2023.
Australian Webcast: Outlook for Australian banks post 1Q 2023 results
Andrew Martin and Elfreda Jonker discuss the Australian banking sector, examining its current state and the anticipated outlook for the remainder of 2023.
Tech Talk: March 2023: The most interesting things in Tech
Join Trent Masters as he recaps the collapse of Silicon Valley Bank, Signature bank, and Credit Swisse’s acquisition by UBS but despite the chaos, the markets rallied in March.
Global Webcast: US Industrials Trip – Key themes & stock picks
Chris Willcocks and Elfreda Jonker discuss Chris’ recent trip to the US and key themes.
Australian Webcast: Reflecting on February 2023 Australia Reporting Season
Stuart Welch and Elfreda Jonker reflect on the February 2023 earnings season and discuss key themes and stocks.
Tech Talk January 2023: The most interesting things in Tech
Trent Masters recaps the key events that affected global market in January 2023 and discusses the implications of AI such as ChatGPT on companies.
Global Webcast: High Conviction Ideas for 2023
Mary Manning and Elfreda Jonker discuss insights from Mary’s recent trip to North America and key takeaways, the current reporting season across global markets and their view for the year ahead.
