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.
Assessing workplace culture from the outside in
In this report, we undertook a research and engagement project to explore the related risks across the industry and deepen our understanding of the factors that can drive, or mitigate, harmful behaviour within a company.
Reporting Season – ESG insights
Is sustainability becoming more than just an add-on for companies? 2Q22 reporting season was all about the ‘E’. Climate change, biodiversity and waste management were key themes across the ASX.
The very real risk of greenwashing
Greenwashing risk for investors is increasing due to the growing focus on ESG investing. What do we consider the three types of greenwashing risks for investors? And how do we avoid accusations of greenwashing?
