Tech Talk June 2022: A difficult reporting season ahead
Trent Masters reflects on the last month in markets and looks ahead to what’s set to be the most difficult reporting season in recent times.
ASML: a once in a lifetime buying opportunity
Mary Manning shares the 3 most important criteria for identifying a once in a generation buying opportunity.
Australian Webcast: US Building Materials
5 states and 6 cities in one week, Stuart Welch shares his observations from his US trip.
Tech Talk May 2022: From hiring to firing
In this months tech talk, Trent Masters explores the highlights in the tech landscape from his recent trip to the US.
Winning by not losing
Investing in global equity markets has felt like playing a game of dodgeball over the last two years. In this article, Elfreda Jonker shares Alphinity’s approach to investing.
Winners and Losers in the Transition to EVs
By 2030 almost 50% of all new vehicles sold globally are expected to be Electric Vehicles (EVs). Who will be the winners and losers in the auto sector?
Global Webcast: Russia/Ukraine conflict implications
Moana Nottage reflects on the current situation unfolding in Russia and Ukraine and the implications to consider from an ESG and sustainability perspective.
Australian Webcast: Impact from rising rates
What will be the 2 biggest impacts for Australian equity markets? Johan Carlberg, discusses Australia’s high interest rate environment and what it means for portfolios.
Tech Talk April 2022: profit and cash flow matter
After a particularly brutal month in markets, Trent Masters shares his thoughts and takeaways from the recent reporting season as it draws to a close.
