Fortescue Metals Group Case Study
Stephane Andre shares his insights on Fortescue Metals Group, the fourth largest iron ore producer in the world
We agree with Donald Trump…
Lachlan MacGregor explains how the Global Equity Fund is investing in the growth of 5G technology and why we agree with Donald Trump
Netflix has a 13 year head start – can Disney still succeed?
Lachlan MacGregor discusses if Disney can succeed after starting so far behind with streaming
Webcast: May 2019
Stephane Andre discusses how Alphinity are using the UN Sustainable Development Goals (SDGs) and the Alphinity Sustainable Share Fund’s approach to investing in mining companies.
On the Road: New Zealand Financials
Andrew Martin shares his insights on New Zealand banks and insurers following a recent research trip
Webcast: 2019
Banks have been struggling. Are they cheap enough yet? Andrew Martin shares his outlook.
On the Road: Global edition CAGNY 2019
Our Portfolio Manager, Jeff Thomas, attends the 2019 Consumer Analyst Group of New York conference and shares his insights into the outlook for the Consumer Staples sector.
Global Webcast: March 2019
Lachlan MacGregor shares insights from his recent trip to the US West Coast to visit some of the world’s biggest tech companies.
Two ways to add a defensive tilt to your portfolio
Alphinity Global’s Nikki Thomas discusses alternatives to cash when adding a defensive tilt to an equity portfolio.
