Toilet paper and tele-commuting
After the COVID pandemic, our lives and the businesses we invest in will be different. Lachlan MacGregor considers what has changed permanently, what is temporary and what has stayed the same.
Global Webcast: June 2020
Jonas Palmqvist discusses the eventful year in markets and what new opportunities he sees in the Alphinity Global Equity Fund – Active ETF.
Social, yet socially distant. Game on!
Lachlan MacGregor discusses a new top 10 investment, Activision Blizzard.
Global earnings – take a deep brea(d)th!
This month Alphinity discusses the recent market events and the opportunities it has provided for a process based on earnings leadership.
Global Webcast: April 2020
Lachlan MacGregor provides a review of global markets during the first quarter of 2020.
Global Webcast: March 2020
Jeff Thomson discusses investing through the volatility and provides an update on the Alphinity Global Equity Fund – Active ETF.
Webcast: February 2020
Jonas Palmqvist discusses the global equity outlook for 2020.
Disney – Ten million just the beginning
Lachlan MacGregor writes about Disney and its recently launched streaming service Disney+
Safran – earnings leadership as secular tailwinds deliver
Nikki Thomas shares her insights on Safran, a world leader in production and maintenance of aeronautical engines and equipment.
