Global Webcast: November 2021
Jeff Thomson and Elfreda Jonker discuss the 3Q21 Global Earnings season and outlook for global equities.
Alphinity Global Webcast – October 2021
Trent Masters joins Elfreda Jonker to discuss his views on Microsoft.
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.
