Jacob Barnes and Elfreda Jonker reflect on the domestic consumer environment, Alphinity’s current positioning and the outlook for consumer behavior.
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.
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.
Andrew Martin and Elfreda Jonker reflect on the August 2023 reporting season and discuss the key themes from the past few months.
Stephan Andre and Elfreda Jonker reflect on the outlook for global commodities and how Alphinity are positioned going forward.
Andrew Martin and Elfreda Jonker discuss the Australian banking sector, examining its current state and the anticipated outlook for the remainder of 2023.
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.
Stuart Welch and Elfreda Jonker reflect on the February 2023 earnings season and discuss key themes and stocks.