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.
Global Webcast: US Industrials Trip – Key themes & stock picks
Chris Willcocks and Elfreda Jonker discuss Chris’ recent trip to the US and key themes.
Australian Webcast: Reflecting on February 2023 Australia Reporting Season
Stuart Welch and Elfreda Jonker reflect on the February 2023 earnings season and discuss key themes and stocks.
Tech Talk January 2023: The most interesting things in Tech
Trent Masters recaps the key events that affected global market in January 2023 and discusses the implications of AI such as ChatGPT on companies.
Global Webcast: High Conviction Ideas for 2023
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.
Australian Webcast: Changes to the Safeguard Mechanism
Jessica Cairns discusses the changes to the Safeguard Mechanism and Australian Carbon Credit Units (ACCUs) that were proposed in January.
Tech Talk December 2022: The most interesting things in Tech
Global Portfolio Manager Trent Masters recaps the key events that affected global markets in 2022.
Australian Webcast: Reflection on 2022 & Outlook for 2023
Johan Carlberg and Elfreda Jonker reflect on key events that shaped the Australian market in 2022 and the outlook for 2023.
Global Webcast: Reflection on 2022 & Outlook for 2023
Jonas Palmqvist and Elfreda Jonker reflect on the key events that affected portfolios in 2022 and Alphinity’s outlook on global markets in 2023.
