Our five global portfolio managers met with over 130 companies in 14 cities and 8 countries. This summary highlights their insights and demonstrates how their respective trips have shaped our diversified, high-conviction portfolios of high-quality global earnings leaders.
Jeff Thomson and Elfreda Jonker discuss Jeff’s insights and the overall takeaways from his recent visit to Europe, and a few key themes and stock implications.
Global luxury stocks have been one of the best performing sub-sectors in the last 3 years. Can the remarkable outperformance of the luxury sector continue or is the luxury trade now a crowded house (maison)?
Our first-hand experiences exploring apparel players in Bangladesh and Vietnam have revealed invaluable insights into the unique social challenges, empowering us to deepen our focus areas within our investments.
Mary Manning and Elfreda Jonker discuss Mary’s insights and the overall takeaways from her recent trip to China and Hong Kong.
Alphinity has partnered with Australia’s national science agency, CSIRO, to understand how responsible AI integrates into ESG considerations for the investment community.
Jeff Thomson and Elfreda Jonker discuss the current state of the global banking sector and assess the anticipated outlook for the remainder of 2023.
Trent Masters explains his excitement around the explosion in investment opportunities that will unfold in the coming years off this particular technological breakthrough.