Are the banks really in that bad a position? And what about companies that benefit from higher interest rates? In this episode, Andrew Martin discusses the winners and losers of higher rates.
Mary Manning and Elfreda Jonker discuss Mary’s insights and the overall takeaways from her recent trip to China and Hong Kong.
Stephan Andre and Elfreda Jonker reflect on the outlook for global commodities and how Alphinity are positioned going forward.
Jeff Thomson and Elfreda Jonker discuss the current state of the global banking sector and assess the anticipated outlook for the remainder of 2023.
Andrew Martin and Elfreda Jonker discuss the Australian banking sector, examining its current state and the anticipated outlook for the remainder of 2023.
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.
Chris Willcocks and Elfreda Jonker discuss Chris’ recent trip to the US and key themes.
Stuart Welch and Elfreda Jonker reflect on the February 2023 earnings season and discuss key themes and stocks.