Podcast: Perspectives on Net Zero and A.I
Jessica Cairns, joined Escala Partners “Perspectives on Zero Podcast” with Investment Analyst, Darragh Kennelly to discuss recent progress from Australian companies transitioning to net zero and A.I. considerations for responsible investing.
Journeying through China with Johan
This month, Johan Carlberg embarked on a visit to China to assess the real impact of the government’s stimulus measures on the nation’s economic activity and consumer confidence. Discover more about Johan’s journey through China.
Ferrari: The case for RACE (RACE IM)
Ferrari is one of the world’s most iconic brands and investing in it is like owning a piece of the future. Discover why RACE IM is not just a stock; it’s a piece of history in the making, offering high returns, exclusive luxury, and automotive innovation.
Australian Webcast: August 23 Reporting Season Reflections
Andrew Martin and Elfreda Jonker reflect on the August 2023 reporting season and discuss the key themes from the past few months.
Global Webcast: China Outlook and implications for our global portfolios
Elfreda Jonker and Global Portfolio Manager, Mary Manning, reflect on Mary’s key takeaways from her trip to China and the implications for Alphinity’s global portfolios.
Reporting update – health and safety
This report outlines the issues surrounding Workforce Health and Safety (WHS) in ASX-listed companies, including the concerning rise in fatalities, the increasing emphasis on psychosocial safety, and vital recommendations for improving safety metrics and executive remuneration structures.
Antimicrobial resistance: Relevance to investors
Regulators and investors are calling for action. Through an ESG lens, the healthcare and food sectors are key to mitigating this systemic risk. In this report, ESG & Sustainability Analyst Moana Nottage explores the ESG considerations related to AMR, emphasizing the significance of stewardship and company engagement in the healthcare and food sectors to address this risk
Antimicrobial Resistance: An emerging ESG consideration
ESG & Sustainability Analyst, Moana Nottage, and Elfreda Jonker discuss antimicrobial resistance and why it is becoming an emerging ESG consideration.
Global Webcast: Technology – 2Q results & Are we in an AI bubble?
Elfreda Jonker and Global Portfolio Manager, Trent Masters, reflect on current results and discuss the tech sector, examining the current state of AI.
