Tech Talk June 2023: The most interesting things in Tech
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.
Global Webcast: June 2023- European trip highlights
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.
Buy Hold Sell: How bad will the fixed-rate mortgage cliff be?
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.
Crowded Maison: Are global luxury stocks still a buy?
Global luxury stocks have been one of the best performing sub-sectors in the last 3 years. Can the remarkable outperformance of the luxury sector continue or is the luxury trade now a crowded house (maison)?
Navigating ESG in the apparel trade
Our first-hand experiences exploring apparel players in Bangladesh and Vietnam have revealed invaluable insights into the unique social challenges, empowering us to deepen our focus areas within our investments.
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.
Alphinity and CSIRO partnership
Alphinity has partnered with Australia’s national science agency, CSIRO, to understand how responsible AI integrates into ESG considerations for the investment community.
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.
