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.
Five themes and Five Stocks for 2023
As the bears start to wrestle for control from the bulls, we share five themes we expect will have implications for global equity markets this year and five stocks to position for each of these themes.
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.
Australian Webcast: Changes to the Safeguard Mechanism
Jessica Cairns discusses the changes to the Safeguard Mechanism and Australian Carbon Credit Units (ACCUs) that were proposed in January.
Finding earnings leaders in 2023
Tightening, Tanks, Trade Wars, Inflation and Interest rates were some themes that dominated headlines and impacted equity markets during 2022. What market factors are likely to change in 2023?
The Safeguard Mechanism – What’s all the fuss about?
Jessica Cairns discusses the implications of the Safeguard Mechanism for companies which have most of their operations in Australia.
2022 ESG recap
The ESG and Sustainability team strengthened their engagement efforts with third-party experts, industry organisations and academics to gain a more complete view on ESG thematics. We review 2022 and look ahead to 2023.
