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.
In the second of this five part video series with the Global Portfolio Managers, Jonas Palmqvist and Elfreda Jonker discuss the insights gained from his recent trip to visit healthcare companies and analysts across the US.
In the first of this five part video series with the Global Portfolio Managers, Chris Willcocks and Elfreda Jonker share the insights from Chris’ trip where he visited companies and analysts across the industrials and energy sectors.