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.
Aside from Tesla, who wins?
Alphinity discuss how Infineon Technologies is positioned to benefit from two fundamental and accelerating shifts in the automotive industry.
Alphinity signs up to 40:40 Vision
We support 40:40 Vision in the quest to achieve gender balance in executive leadership across ASX200 companies by 2030.
Australian healthcare: 10 years in 10 charts
Alphinity explore what has happened in the healthcare sector in the decade since Alphinity was first established.
