Mary Manning discusses the outlook for the global consumer going into 2023.
Global Portfolio Manager Trent Masters shares his thoughts regarding FAANG stocks and the decline in share prices of leading tech companies.
Trent Masters discusses the third quarter reporting season relative to expectations and the outlook for tech companies in the coming months.
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.
Moana Nottage and Stephane Andre discuss Alphinity’s report, Assessing workplace culture from the outside in, delving into the workplace culture of mining and industrial companies.
Jessica Cairns provides a snapshot of her 3 day site tour of BHP’s Iron Ore business and shares some ESG insights on decarbonisation and BHP’s broader business strategy.
Global Portfolio Manager Trent Masters discusses market volatility and his key takeaways from spending the previous two weeks in New York and San Francisco.
In this report, we undertook a research and engagement project to explore the related risks across the industry and deepen our understanding of the factors that can drive, or mitigate, harmful behaviour within a company.