Our webinars deep dive into market themes and topical stocks, as well as providing updates on the performance and positioning of the Funds.
Please note: Webinars are intended for adviser use only. Before acting on any information, investors should seek independent financial advice and read the relevant Product Disclosure Statement, Target Market Determination or other offer document before making a decision about whether to acquire or continue to hold the Fund.
- 18th November 2024: Finding sustainable earnings leaders across the globe
Speakers: Jeff Thomson and Jessica Cairns
The Alphinity Global Sustainable Equity Fund (Managed Fund) (ASX: XASG) invests in leading global sustainable companies that also offer attractive prospective returns. In this session, you’ll hear from Jeff Thomson, our lead portfolio manager for this strategy, and Jessica Cairns, head of ESG and Sustainability at Alphinity. They will share their unique perspectives and experiences from the past 3 years since the fund’s launch. - 8th July 2024: Opportunities emerging from rising demand for AI computing power
Speakers: Trent Masters & Chris Willcocks
Generative Artificial Intelligence (GEN AI) has been catapulted into the mainstream, with almost every industry now looking for new AI functionality that can streamline processes and improve results. This AI boom is already driving a huge increase in current and future demand forecasts for data centres, energy consumption and ancillary services. - 18th November 2024: Finding sustainable earnings leaders across the globe
Speakers: Jeff Thomson and Jessica Cairns
The Alphinity Global Sustainable Equity Fund (Managed Fund) (ASX: XASG) invests in leading global sustainable companies that also offer attractive prospective returns. In this session, you’ll hear from Jeff Thomson, our lead portfolio manager for this strategy, and Jessica Cairns, head of ESG and Sustainability at Alphinity. They will share their unique perspectives and experiences from the past 3 years since the fund’s launch. - 8th July 2024: Opportunities emerging from rising demand for AI computing power
Speakers: Trent Masters & Chris Willcocks
Generative Artificial Intelligence (GEN AI) has been catapulted into the mainstream, with almost every industry now looking for new AI functionality that can streamline processes and improve results. This AI boom is already driving a huge increase in current and future demand forecasts for data centres, energy consumption and ancillary services.
- 26th March 2024: The evolution of global AI investing in 2024
Speakers: Trent Masters & Mary Manning
Excitement around the life-changing potential of Generative AI dominated headlines and equity market returns in 2023. What is next for this megatrend in 2024 and beyond?
- 9th August 2023: Hitting the road with Alphinity Global – Key themes & stock ideas from the team’s travels abroad
Speakers: Jeff Thomson & Trent Masters
Visiting Nvidia’s spaceship headquarters in Santa Clara and Saint-Gobain’s flagship office tower in Paris, driving Epiroc’s electric drill rig, and operating on dummies using Intuitive Surgical’s $2 million machines! These are just a few of the highlights of the Alphinity Global team’s recent travels across the globe, where they met with 134 companies and conducted seven site visits across 14 cities in five different countries.
- 27th April 2024: Three hot ESG topics currently top of mind in sustainable circles
Speakers: Stephane Andre & Jessica Cairns
In this webinar, Australian portfolio manager Stephane Andre, and Head of ESG & Sustainability Jessica Cairns, will explain three topical ESG issues that are top of mind in sustainable investment circles right now and showcase the implications for Australian stocks through applicable case studies.
