Tech Talk November 2022: Inflation? Too early for “Mission Accomplished?”
Have we started to see an earnings trajectory as we delve into 2023?
Australian Webcast: Outlook for Commodities
In this webcast Stephane Andre discusses the outlook for commodities going into 2023.
Global Webcast: Did Amazon cancel Christmas
Mary Manning discusses the outlook for the global consumer going into 2023.Â
Tech Talk October 2022: Are the FAANGs dead?
Global Portfolio Manager Trent Masters shares his thoughts regarding FAANG stocks and the decline in share prices of leading tech companies.
Australian Webcast: BHP Site Visit
Jessica Cairns provides a snapshot of her 3 day site tour of BHP’s Iron Ore business and shares some ESG insights on decarbonisation and BHP’s broader business strategy.
Tech Talk September 2022: Under pressure…
Global Portfolio Manager Trent Masters discusses market volatility and his key takeaways from spending the previous two weeks in New York and San Francisco.
Global Webcast: A stock pickers market
With 7 different sectors represented in our top 10 stocks, Jonas Palmqvist highlights the importance of stock picking and reflects on the current environment for Global markets.
Australian Webcast: Q2 results season reflections
Andrew Martin delves into the learnings from Q2 reporting season and shares the 2 main reasons results were surprisingly in line with expectations rather than worse than expected.
Australian Webcast: Consumer outlook and Q2 results
Consumers have maintained a robust level of spending which has been reflected in reporting season, Jacob Barnes provides his views and discusses the outlook for the Australian Consumer sector.
