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.
Andrew Martin and Elfreda Jonker reflect on the August 2023 reporting season and discuss the key themes from the past few months.
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.
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.
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
ESG & Sustainability Analyst, Moana Nottage, and Elfreda Jonker discuss antimicrobial resistance and why it is becoming an emerging ESG consideration.
Elfreda Jonker and Global Portfolio Manager, Trent Masters, reflect on current results and discuss the tech sector, examining the current state of AI.
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?