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On the Road with Trent Masters

Trent reflects on his recent trip to California to test the macro environment and see where potential demand inflections may emerge, with a focus on generative AI, and shares insights on the difficult external environment for tech.

17 April 2023

Artificial Intelligence and Big Tech

With the rise of AI technologies such as Chat GPT, AI is now receiving a lot of publicity. What does that mean for responsible investing? Mary Manning and Jessica Cairns discuss AI and Big Tech in this podcast.

6 April 2023

SVB’s long shadow

SVB’s collapse has had significant implications for financial markets and may have a long-lasting impact with significant implications for banks, including increased funding costs and regulatory standards.

5 April 2023

BHP Spotlight 2030 Mt. Arthur closure

Jessica Cairns considers the importance of balancing climate goals with the social and economic impact of the Mt Arthur mine closure and issues to be addressed through a just transition plan.

22 March 2023

Sticking with security

Alphinity’s investment approach focuses on high-quality companies with strong earnings potential and a diversified portfolio. How do we find “security” during times of financial uncertainty and volatile markets?

21 March 2023

Global Webcast: US Industrials Trip – Key themes & stock picks

Chris Willcocks and Elfreda Jonker discuss Chris’ recent trip to the US and key themes.

16 March 2023

Australian Webcast: Reflecting on February 2023 Australia Reporting Season

Stuart Welch and Elfreda Jonker reflect on the February 2023 earnings season and discuss key themes and stocks.

16 March 2023

Five themes and Five Stocks for 2023

As the bears start to wrestle for control from the bulls, we share five themes we expect will have implications for global equity markets this year and five stocks to position for each of these themes.

3 March 2023

Tech Talk January 2023: The most interesting things in Tech

Trent Masters recaps the key events that affected global market in January 2023 and discusses the implications of AI such as ChatGPT on companies.

25 February 2023