Tech Talk November 2022: Inflation? Too early for “Mission Accomplished?”
Have we started to see an earnings trajectory as we delve into 2023?
Australian Webcast: Outlook for Commodities
In this webcast Stephane Andre discusses the outlook for commodities going into 2023.
Global Webcast: Did Amazon cancel Christmas
Mary Manning discusses the outlook for the global consumer going into 2023.
Tech Talk October 2022: Are the FAANGs dead?
Global Portfolio Manager Trent Masters shares his thoughts regarding FAANG stocks and the decline in share prices of leading tech companies.
Global Webcast: Tech Wreck
Trent Masters discusses the third quarter reporting season relative to expectations and the outlook for tech companies in the coming months.
Australian Webcast: Finding earnings upgraders in a downgrade cycle Brambles and Qantas
Elfreda Jonker and Stuart Welch share reflections on the volatility in equity markets and review stocks, Brambles and Qantas, that have been recently added to the Australian portfolios.
Australian Webcast: Workplace Culture Report Reflections
Moana Nottage and Stephane Andre discuss Alphinity’s report, Assessing workplace culture from the outside in, delving into the workplace culture of mining and industrial companies.
Australian Webcast: BHP Site Visit
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.
Tech Talk September 2022: Under pressure…
Global Portfolio Manager Trent Masters discusses market volatility and his key takeaways from spending the previous two weeks in New York and San Francisco.
