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Global Webcast: High Conviction Ideas for 2023

Mary Manning and Elfreda Jonker discuss insights from Mary’s recent trip to North America and key takeaways, the current reporting season across global markets and their view for the year ahead.

15 February 2023

Australian Webcast: Changes to the Safeguard Mechanism

Jessica Cairns discusses the changes to the Safeguard Mechanism and Australian Carbon Credit Units (ACCUs) that were proposed in January.

15 February 2023

Finding earnings leaders in 2023

Tightening, Tanks, Trade Wars, Inflation and Interest rates were some themes that dominated headlines and impacted equity markets during 2022. What market factors are likely to change in 2023?

6 February 2023

The Safeguard Mechanism – What’s all the fuss about?

Jessica Cairns discusses the implications of the Safeguard Mechanism for companies which have most of their operations in Australia.

3 February 2023

2022 ESG recap

The ESG and Sustainability team strengthened their engagement efforts with third-party experts, industry organisations and academics to gain a more complete view on ESG thematics. We review 2022 and look ahead to 2023.

16 January 2023

Tech Talk December 2022: The most interesting things in Tech

Global Portfolio Manager Trent Masters recaps the key events that affected global markets in 2022.

15 January 2023

Australian Webcast: Reflection on 2022 & Outlook for 2023

Johan Carlberg and Elfreda Jonker reflect on key events that shaped the Australian market in 2022 and the outlook for 2023.

11 January 2023

Global Webcast: Reflection on 2022 & Outlook for 2023

Jonas Palmqvist and Elfreda Jonker reflect on the key events that affected portfolios in 2022 and Alphinity’s outlook on global markets in 2023.

10 January 2023

Did Amazon cancel Christmas?

Elfreda Jonker shares the 3 consumers Alphinity believe can withstand a less cheery Festive Season following the reporting of Amazon’s 3Q22 results.   

23 December 2022