Jonas Palmqvist and Elfreda Jonker reflect on the recent third quarter’s reporting season and discuss takeaways from the global equities market.
Jacob Barnes and Elfreda Jonker reflect on the domestic consumer environment, Alphinity’s current positioning and the outlook for consumer behavior.
Johan Carlberg and Elfreda Jonker discuss Johan’s recent journey to China and the insights on economic growth in the post-COVID era, shedding light on China’s evolving role in the global economy.
Trent Masters joins Elfreda Jonker to discuss his recent trip to the US, Israel and South Korea, and the key highlights for the technology sector.
Andrew Martin and Elfreda Jonker reflect on the August 2023 reporting season and discuss the key themes from the past few months.
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.
ESG & Sustainability Analyst, Moana Nottage, and Elfreda Jonker discuss antimicrobial resistance and why it is becoming an emerging ESG consideration.
Elfreda Jonker and Global Portfolio Manager, Trent Masters, reflect on current results and discuss the tech sector, examining the current state of AI.