Elfreda Jonker discusses the outlook for the commodities sector in 2021 and why despite the sector’s strong recent performance, multiple macro tailwinds, new supportive demand dynamics and positive earnings momentum should continue to drive returns higher.
What the market needs in 2021 is the “E” (earnings) in PE (price/earnings multiple) to come through!
A stronger and less risky institutional securities franchise, coupled with further diversification into its leading wealth and investment management segments, have set Morgan Stanley up for a period of sustained growth.
Alphinity discuss how Infineon Technologies is positioned to benefit from two fundamental and accelerating shifts in the automotive industry.
We support 40:40 Vision in the quest to achieve gender balance in executive leadership across ASX200 companies by 2030.
Alphinity discuss how NextEra, one of the world’s largest renewable energy investors, has overtaken Exxon.
On our 10 year anniversary, Alphinity’s principals reflect on the changing investment landscape and greatest successes of the business.
How do travel restrictions and remote working affect the Alphinity team’s research effort and information gathering process? Andrew Martin discusses.