Navigating ESG in the apparel trade
Our first-hand experiences exploring apparel players in Bangladesh and Vietnam have revealed invaluable insights into the unique social challenges, empowering us to deepen our focus areas within our investments.
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.
Alphinity and CSIRO partnership
Alphinity has partnered with Australia’s national science agency, CSIRO, to understand how responsible AI integrates into ESG considerations for the investment community.
Global Webcast: Outlook for Global banks post 1Q 2023 results
Jeff Thomson and Elfreda Jonker discuss the current state of the global banking sector and assess the anticipated outlook for the remainder of 2023.
Australian Webcast: Outlook for Australian banks post 1Q 2023 results
Andrew Martin and Elfreda Jonker discuss the Australian banking sector, examining its current state and the anticipated outlook for the remainder of 2023.
The AI revolution is no segway
Trent Masters explains his excitement around the explosion in investment opportunities that will unfold in the coming years off this particular technological breakthrough.
The implications of AI across sectors against key ESG considerations
There are many benefits to artificial intelligence (AI) however, the development of AI technology can come with significant risks. We consider the threats and opportunities, and materiality of ESG considerations by sector.
Defensive darlings demanding their place – McDonalds & PepsiCo
In this environment of conflicting macro signals and heightened risks, high quality defensive darlings, such as McDonalds, and PepsiCo, offer important characteristics to a diversified global portfolio.
