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.
Global Webcast: China’s COVID zero policy implications
Mary Manning reflects on the implications for China and explains the impacts for global equity investors and the broader global economy.
Buy Hold Sell: 5 emerging leaders for your watchlist
Stephane Andre joined Livewire’s Buy Hold Sell to discuss three ASX stocks with exposure to decarbonisation.
Livewire Fund in Focus: Alphinity Global Equity Fund – Active ETF
Jeff Thomson explains Alphinity’s approach to identifying earnings surprises in this Fund in Focus video with Livewire.
Australian Webcast: Commodities Outlook
Covid, conflicts and decarbonisation; Portfolio manager, Stephane Andre highlights the key themes and trends impacting the commodities sector.