Around the world with Jeff Thomson

In the first of this 5 part video series with the Global portfolio mangers, Jeff Thomson shares the insights from his trip where he visited companies and analysts across the financial and consumer staples sectors in 5 countries over 5 days.

Jeff highlights the importance of strong industries executing well with the ability to grow through this period of inflation.

Hear more about Alphinity’s world tour:

In this short 5 part video series, the team share the key highlights from their overseas trips, interesting anecdotal stories, fundamental themes and some company specific insights.

• Thought piece: Around the world with Alphinity
• Part 1: Jeff Thomson
• Part 2: Trent Masters
• Part 3: Jonas Palmqvist
• Part 4: Mary Manning
• Part 5: Chris Willcocks

This material has been prepared by Alphinity Investment Management ABN 12 140 833 709 AFSL 356 895 (Alphinity). It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Any projections are based on assumptions which we believe are reasonable but are subject to change and should not be relied upon. Past performance is not a reliable indicator of future performance. Neither any particular rate of return nor capital invested are guaranteed.