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.
Webcast: ESG and Sustainability Report
In this short video Jessica Cairns and Moana Nottage provide an overview and share key highlights from the 2022 ESG and Sustainability Report.
2022 ESG and Sustainability Report
Our 2022 report highlights key ESG and sustainability outcomes and achievements across all Alphinity funds.
Tech Talk November 2022: Inflation? Too early for “Mission Accomplished?”
Have we started to see an earnings trajectory as we delve into 2023?
Australian Webcast: Outlook for Commodities
In this webcast Stephane Andre discusses the outlook for commodities going into 2023.
Global Webcast: Did Amazon cancel Christmas
Mary Manning discusses the outlook for the global consumer going into 2023.
Tech Talk October 2022: Are the FAANGs dead?
Global Portfolio Manager Trent Masters shares his thoughts regarding FAANG stocks and the decline in share prices of leading tech companies.
Global Webcast: Tech Wreck
Trent Masters discusses the third quarter reporting season relative to expectations and the outlook for tech companies in the coming months.
Australian Webcast: Finding earnings upgraders in a downgrade cycle Brambles and Qantas
Elfreda Jonker and Stuart Welch share reflections on the volatility in equity markets and review stocks, Brambles and Qantas, that have been recently added to the Australian portfolios.
