The world’s most valuable car company doesn’t make cars
Lachlan MacGregor explains why Google’s Waymo could become the most valuable car company in the world.
Webcast: December 2018
Stuart Welch takes a look at the Healthcare sector and how it stacks up in a volatile market environment.
Maccas keeps modernising
Nikki Thomas, CFA explains how McDonald’s has transformed its menus and its business model to become an attractive investment opportunity.
The S in ESG by Professor David Kinley
David Kinley gives an outstanding exposition on the need for the financial services industry, funds management in particular, to prioritise social impact.
Human Rights & Modern Slavery by Nina Haysler
Nina Haysler presents at the Alphininty ESG event “The S in ESG.”
Sustainable investing – investing for the future
Alphinity discuss how sustainable investing takes the traditional ESG approach to investing one step further by also considering the impact a company has on society.
Sector Spotlight: Healthcare
Stuart Welch shares his thoughts on the current trends and outlook for the healthcare sector.
Webcast: October 2018
Stephane Andre shares his latest views on the Resources and Energy sectors post the recent market sell-off.
A misunderstood gem at a material discount
12 months after identifying Macquarie Group as a ‘misunderstood gem’, the stock has risen 35%. Andrew Martin revisits his thesis with Livewire Markets one year on.
