Webcast: March 2021
Stephane Andre discusses the outlook for the key commodities and related stocks.
Gender diversity in the ASX200 – Mind the gap
With International Women’s Day earlier this week, it feels like a good time to take the opportunity to highlight our thinking around gender diversity and the commitment we have made to the 40:40 Vision initiative.
CSL: Monster numbers, questionable outlook
In this Q&A with Livewire, Stuart Welch discusses the key takeaways from CSL’s recent results, the guidance issued by the company, and why investors need to read between the lines when it comes to CSL’s monster result.
How to play renewables through commodities
Elfreda Jonker discusses the outlook for the commodities sector in 2021 and why despite the sector’s strong recent performance, multiple macro tailwinds, new supportive demand dynamics and positive earnings momentum should continue to drive returns higher.
2021: The year for “E” in PE
What the market needs in 2021 is the “E” (earnings) in PE (price/earnings multiple) to come through!
More from Morgan
A stronger and less risky institutional securities franchise, coupled with further diversification into its leading wealth and investment management segments, have set Morgan Stanley up for a period of sustained growth.
15 Recommendations for a meaningful Modern Slavery statement
Melissa Stewart summarises 15 key recommendations for a meaningful response to Modern Slavery.
Webcast: December 2020
Johan Carlberg discusses where he expects next year’s earnings winners to emerge from.
Alphinity Sustainable Share Fund wins Money magazine Best Australian Share ESG Fund
Alphinity Investment Management is delighted to be awarded Best Australian Share ESG Fund for the Alphinity Sustainable Share Fund in the 2021 Money magazine Best of the Best Awards.
