Global Webcast: June 2023- European trip highlights
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.
Crowded Maison: Are global luxury stocks still a buy?
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)?
Navigating ESG in the apparel trade
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.
Global Webcast: May 2023 – China and Hong Kong Trip Highlights
Mary Manning and Elfreda Jonker discuss Mary’s insights and the overall takeaways from her recent trip to China and Hong Kong.
Alphinity and CSIRO partnership
Alphinity has partnered with Australia’s national science agency, CSIRO, to understand how responsible AI integrates into ESG considerations for the investment community.
Global Webcast: Outlook for Global banks post 1Q 2023 results
Jeff Thomson and Elfreda Jonker discuss the current state of the global banking sector and assess the anticipated outlook for the remainder of 2023.
The AI revolution is no segway
Trent Masters explains his excitement around the explosion in investment opportunities that will unfold in the coming years off this particular technological breakthrough.
Defensive darlings demanding their place – McDonalds & PepsiCo
In this environment of conflicting macro signals and heightened risks, high quality defensive darlings, such as McDonalds, and PepsiCo, offer important characteristics to a diversified global portfolio.
Tech Talk: March 2023: The most interesting things in Tech
Join Trent Masters as he recaps the collapse of Silicon Valley Bank, Signature bank, and Credit Swisse’s acquisition by UBS but despite the chaos, the markets rallied in March.
