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14 Nov 2023

Australian Webcast: Australian Consumer Outlook and Top picks

Jacob Barnes and Elfreda Jonker reflect on the domestic consumer environment, Alphinity’s current positioning and the outlook for consumer behavior.

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17 Oct 2023

Australian Webcast: Highlights from our recent trip to China

Johan Carlberg and Elfreda Jonker discuss Johan’s recent journey to China and the insights on economic growth in the post-COVID era, shedding light on China’s evolving role in the global economy.

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29 Sep 2023

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.

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19 Sep 2023

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.

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16 Jun 2023

Australian Webcast: May 2023 – Outlook for Commodities

Stephan Andre and Elfreda Jonker reflect on the outlook for global commodities and how Alphinity are positioned going forward.

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19 May 2023

Australian Webcast: Outlook for Australian banks post 1Q 2023 results

Andrew Martin and Elfreda Jonker discuss the Australian banking sector, examining its current state and  the anticipated outlook for the remainder of 2023.

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22 Mar 2023

BHP Spotlight 2030 Mt. Arthur closure

Jessica Cairns considers the importance of balancing climate goals with the social and economic impact of the Mt Arthur mine closure and issues to be addressed through a just transition plan.

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16 Mar 2023

Australian Webcast: Reflecting on February 2023 Australia Reporting Season

Stuart Welch and Elfreda Jonker reflect on the February 2023 earnings season and discuss key themes and stocks.

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