Mary Manning and Elfreda Jonker discuss insights from Mary’s recent trip to North America and key takeaways, the current reporting season across global markets and their view for the year ahead.
Tightening, Tanks, Trade Wars, Inflation and Interest rates were some themes that dominated headlines and impacted equity markets during 2022. What market factors are likely to change in 2023?
Global Portfolio Manager Trent Masters recaps the key events that affected global markets in 2022.
Jonas Palmqvist and Elfreda Jonker reflect on the key events that affected portfolios in 2022 and Alphinity’s outlook on global markets in 2023.
Elfreda Jonker shares the 3 consumers Alphinity believe can withstand a less cheery Festive Season following the reporting of Amazon’s 3Q22 results.
In this short video Jessica Cairns and Moana Nottage provide an overview and share key highlights from the 2022 ESG and Sustainability Report.
Our 2022 report highlights key ESG and sustainability outcomes and achievements across all Alphinity funds.
Mary Manning discusses the outlook for the global consumer going into 2023.