Global Webcast: 3Q23 Global Results Season Highlights
Jonas Palmqvist and Elfreda Jonker reflect on the recent third quarter’s reporting season and discuss takeaways from the global equities market.
Australian Webcast: Australian Consumer Outlook and Top picks
Jacob Barnes and Elfreda Jonker reflect on the domestic consumer environment, Alphinity’s current positioning and the outlook for consumer behavior.
What is AMR and why is it important for Investors?
Moana Nottage joined Fidante’s ‘ESG in 10’ podcast to discuss her research into Antimicrobial Resistance (AMR) and the importance of integrating AMR as a factor into the investment and stewardship process.
Australian Webcast: Highlights from our recent trip to China
Johan Carlberg and Elfreda Jonker discuss Johan’s recent journey to China and the insights on economic growth in the post-COVID era, shedding light on China’s evolving role in the global economy.
Global Webcast: Technology trip to the US, Israel & South Korea
Trent Masters joins Elfreda Jonker to discuss his recent trip to the US, Israel and South Korea, and the key highlights for the technology sector.
Podcast: Perspectives on Net Zero and A.I
Jessica Cairns, joined Escala Partners “Perspectives on Zero Podcast” with Investment Analyst, Darragh Kennelly to discuss recent progress from Australian companies transitioning to net zero and A.I. considerations for responsible investing.
Journeying through China with Johan
This month, Johan Carlberg embarked on a visit to China to assess the real impact of the government’s stimulus measures on the nation’s economic activity and consumer confidence. Discover more about Johan’s journey through China.
Ferrari: The case for RACE (RACE IM)
Ferrari is one of the world’s most iconic brands and investing in it is like owning a piece of the future. Discover why RACE IM is not just a stock; it’s a piece of history in the making, offering high returns, exclusive luxury, and automotive innovation.
Australian Webcast: August 23 Reporting Season Reflections
Andrew Martin and Elfreda Jonker reflect on the August 2023 reporting season and discuss the key themes from the past few months.
