This month, Johan Carlberg embarked on a visit to China to assess the real impact of the government’s stimulus measures on the nation’s economic activity and consumer confidence. Discover more about Johan’s journey through China.
Ferrari is one of the world’s most iconic brands and investing in it is like owning a piece of the future. Discover why RACE IM is not just a stock; it’s a piece of history in the making, offering high returns, exclusive luxury, and automotive innovation.
Elfreda Jonker and Global Portfolio Manager, Mary Manning, reflect on Mary’s key takeaways from her trip to China and the implications for Alphinity’s global portfolios.
Elfreda Jonker and Global Portfolio Manager, Trent Masters, reflect on current results and discuss the tech sector, examining the current state of AI.
The world has been swept up in Artificial Intelligence euphoria. AI is an exciting investment opportunity, with many growth tangents still to be discovered. But like any investment, investors need to be ensure they are not riding a bubble that may eventually pop. Is AI just another tech bubble about to implode? Or something much more substantive?
In the final video of this five-part series featuring Global Portfolio Managers, Jeff Thomson and Elfreda Jonker delve into Jeff’s insights from his recent European trip. During his travels, he engaged with companies and analysts across the financial and consumer sectors.
In the fourth of this five part video series with the Global Portfolio Managers, Trent Masters and Elfreda Jonker explore Trent’s takeaways from his recent trip, during which he met with companies and analysts across the technology sector in the United States.
In the third of this five part video series with the Global Portfolio Managers, Mary Manning and Elfreda Jonker discuss Mary’s insights and the overall takeaways from her recent trip to China and Hong Kong.