In the second of this five part video series with the Global Portfolio Managers, Jonas Palmqvist and Elfreda Jonker discuss the insights gained from his recent trip to visit healthcare companies and analysts across the US.
In the first of this five part video series with the Global Portfolio Managers, Chris Willcocks and Elfreda Jonker share the insights from Chris’ trip where he visited companies and analysts across the industrials and energy sectors.
Our five global portfolio managers met with over 130 companies in 14 cities and 8 countries. This summary highlights their insights and demonstrates how their respective trips have shaped our diversified, high-conviction portfolios of high-quality global earnings leaders.
Our response advocates for balanced AI regulation with a focus on governance and management structures to mitigate risks. Read more about our views in our response to ‘Safe and Responsible AI in Australia’.
A strong June in markets capped off an exuberant start to 2023 as the soft-landing narrative gained traction and AI enabled enthusiasm in Tech stocks drove markets considerably higher. Trent reviews the market back-drop as we move into 2H23.
Jeff Thomson and Elfreda Jonker discuss Jeff’s insights and the overall takeaways from his recent visit to Europe, and a few key themes and stock implications.
Are the banks really in that bad a position? And what about companies that benefit from higher interest rates? In this episode, Andrew Martin discusses the winners and losers of higher rates.
Global luxury stocks have been one of the best performing sub-sectors in the last 3 years. Can the remarkable outperformance of the luxury sector continue or is the luxury trade now a crowded house (maison)?