Alphinity Webcast – October 2021
Jacob Barnes, Alphinity Consumer Analyst discusses the post Covid consumer outlook for 2021.
Alphinity webcast – September 2021
In our latest webcast, Jessica Cairns and Elfreda Jonker discuss Alphinity’s approach to active engagement.
Pandora’s box: The ESG risks flying under the radar
In the first of three Livewire Expert Insights videos, Jessica Cairns talks about workforce structure – an ESG theme often missing from company management strategy documents.
Global Webcast: June 2021
Jonas Palmqvist joins Elfreda Jonker and reflects on the global Q1 earnings season, including the biggest surprises and examples of the best results seen.
Webcast: April 2021
Andrew Martin discusses his current thinking on Australian banks.
Buy Hold Sell: 3 underperforming blue chips and 2 winners
In this episode of Livewire’s Buy Hold Sell, Stuart Welch discusses whether it is time to top up or sell three underperforming blue chip stocks: CSL, Brambles and Coles.
Where exactly are we in the recovery?
In this episode of Buy Hold Sell, Stuart Welch discusses how Alphinity is positioning their portfolios in the current environment.
Buy Hold Sell: 5 stocks with cyclical tailwinds
In this episode of Buy Hold Sell, Stuart Welch discusses his thoughts on five carefully selected stocks outside of the top 20 with cyclical tailwinds in their favour.
Webcast: March 2021
Stephane Andre discusses the outlook for the key commodities and related stocks.
