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.
Hitting the Road with Alphinity Global: China & Consumer Luxury trip
In the third of this five part video series with the Global Portfolio Managers, Mary Manning and Elfreda Jonker discuss Mary’s insights and the overall takeaways from her recent trip to China and Hong Kong.
Hitting the Road with Alphinity Global: US Healthcare Trip
In the second of this five part video series with the Global Portfolio Managers, Jonas Palmqvist and Elfreda Jonker discuss the insights gained from his recent trip to visit healthcare companies and analysts across the US.
Hitting the Road with Alphinity Global: European Industrials & Energy Trip
In the first of this five part video series with the Global Portfolio Managers, Chris Willcocks and Elfreda Jonker share the insights from Chris’ trip where he visited companies and analysts across the industrials and energy sectors.
Tech Talk June 2023: The most interesting things in Tech
A strong June in markets capped off an exuberant start to 2023 as the soft-landing narrative gained traction and AI enabled enthusiasm in Tech stocks drove markets considerably higher. Trent reviews the market back-drop as we move into 2H23.
Global Webcast: June 2023- European trip highlights
Jeff Thomson and Elfreda Jonker discuss Jeff’s insights and the overall takeaways from his recent visit to Europe, and a few key themes and stock implications.
Buy Hold Sell: How bad will the fixed-rate mortgage cliff be?
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.
Global Webcast: May 2023 – China and Hong Kong Trip Highlights
Mary Manning and Elfreda Jonker discuss Mary’s insights and the overall takeaways from her recent trip to China and Hong Kong.
Australian Webcast: May 2023 – Outlook for Commodities
Stephan Andre and Elfreda Jonker reflect on the outlook for global commodities and how Alphinity are positioned going forward.
