Australian Webcast: Australian Consumer Outlook and Top picks
Jacob Barnes and Elfreda Jonker reflect on the domestic consumer environment, Alphinity’s current positioning and the outlook for consumer behavior.
Australian Webcast: Highlights from our recent trip to China
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.
Global Webcast: Technology trip to the US, Israel & South Korea
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.
Australian Webcast: August 23 Reporting Season Reflections
Andrew Martin and Elfreda Jonker reflect on the August 2023 reporting season and discuss the key themes from the past few months.
Global Webcast: China Outlook and implications for our global portfolios
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.
Antimicrobial Resistance: An emerging ESG consideration
ESG & Sustainability Analyst, Moana Nottage, and Elfreda Jonker discuss antimicrobial resistance and why it is becoming an emerging ESG consideration.
Global Webcast: Technology – 2Q results & Are we in an AI bubble?
Elfreda Jonker and Global Portfolio Manager, Trent Masters, reflect on current results and discuss the tech sector, examining the current state of AI.
Hitting the Road with Alphinity Global: European Financials & Consumer trip
In the final video of this five-part series featuring Global Portfolio Managers, Jeff Thomson and Elfreda Jonker delve into Jeff’s insights from his recent European trip. During his travels, he engaged with companies and analysts across the financial and consumer sectors.
Hitting the Road with Alphinity Global: US Technology Trip
In the fourth of this five part video series with the Global Portfolio Managers, Trent Masters and Elfreda Jonker explore Trent’s takeaways from his recent trip, during which he met with companies and analysts across the technology sector in the United States.
