Global Webcast: China Outlook and implications for our global portfolios
Elfreda Jonker and Global Portfolio Manager, Mary Manning, reflect on Mary’s key takeaways from her trip to China and the implications for Alphinity’s global portfolios.
Reporting update – health and safety
This report outlines the issues surrounding Workforce Health and Safety (WHS) in ASX-listed companies, including the concerning rise in fatalities, the increasing emphasis on psychosocial safety, and vital recommendations for improving safety metrics and executive remuneration structures.
Antimicrobial resistance: Relevance to investors
Regulators and investors are calling for action. Through an ESG lens, the healthcare and food sectors are key to mitigating this systemic risk. In this report, ESG & Sustainability Analyst Moana Nottage explores the ESG considerations related to AMR, emphasizing the significance of stewardship and company engagement in the healthcare and food sectors to address this risk
Antimicrobial Resistance: An emerging ESG consideration
ESG & Sustainability Analyst, Moana Nottage, and Elfreda Jonker discuss antimicrobial resistance and why it is becoming an emerging ESG consideration.
Global Webcast: Technology – 2Q results & Are we in an AI bubble?
Elfreda Jonker and Global Portfolio Manager, Trent Masters, reflect on current results and discuss the tech sector, examining the current state of AI.
Sorting bubbles from justified inflations!
The world has been swept up in Artificial Intelligence euphoria. AI is an exciting investment opportunity, with many growth tangents still to be discovered. But like any investment, investors need to be ensure they are not riding a bubble that may eventually pop. Is AI just another tech bubble about to implode? Or something much more substantive?
Hitting the Road with Alphinity Global: European Financials & Consumer trip
In the final video of this five-part series featuring Global Portfolio Managers, Jeff Thomson and Elfreda Jonker delve into Jeff’s insights from his recent European trip. During his travels, he engaged with companies and analysts across the financial and consumer sectors.
Hitting the Road with Alphinity Global: US Technology Trip
In the fourth of this five part video series with the Global Portfolio Managers, Trent Masters and Elfreda Jonker explore Trent’s takeaways from his recent trip, during which he met with companies and analysts across the technology sector in the United States.
Hitting the Road with Alphinity Global: China & Consumer Luxury trip
In the third of this five part video series with the Global Portfolio Managers, Mary Manning and Elfreda Jonker discuss Mary’s insights and the overall takeaways from her recent trip to China and Hong Kong.
