Jonas Palmqvist and Elfreda Jonker reflect on the key events that affected portfolios in 2022 and Alphinity’s outlook on global markets in 2023.
In this short video Jessica Cairns and Moana Nottage provide an overview and share key highlights from the 2022 ESG and Sustainability Report.
In this webcast Stephane Andre discusses the outlook for commodities going into 2023.
Mary Manning discusses the outlook for the global consumer going into 2023.
Global Portfolio Manager Trent Masters shares his thoughts regarding FAANG stocks and the decline in share prices of leading tech companies.
Jessica Cairns provides a snapshot of her 3 day site tour of BHP’s Iron Ore business and shares some ESG insights on decarbonisation and BHP’s broader business strategy.
Global Portfolio Manager Trent Masters discusses market volatility and his key takeaways from spending the previous two weeks in New York and San Francisco.
With 7 different sectors represented in our top 10 stocks, Jonas Palmqvist highlights the importance of stock picking and reflects on the current environment for Global markets.