Person: Mary Manning

Alphabet, the parent company of Google, operates through three primary segments: Google Services, Google Cloud, and Other Bets, with Google Services being its largest, generating $283.53 billion in revenue, largely driven by Google Ads and YouTube, which accounts for approximately 11% of Google's revenue

Candice and Felicity are joined today by Mary Manning - who's a Portfolio Manager at Alphinity Investment Management.

What a time to be investing! This week we're joined by a very special guest, Mary Manning, who's a Portfolio Manager at Alphinity Investment Management. She talks to us about how to make sense of what's going on in the economy at the moment, when our portfolios might be showing a little bit of red, and things seem more unpredictable. Mary talks about the different industries she looks at through her work, and then we finish with a game we've invented - fad or future?

Today, we’re going to discuss the energy transition, and the investment opportunity of decarbonisaton. Mary was previously the Portfolio Manager for the Asia strategies at Ellerston Capital in Sydney where she worked from 2012 to 2021. Prior to that she was an analyst at Oaktree Capital where she covered the Financials sector in Emerging Markets, and before that Mary worked as an analyst at Soros Funds Management in New York and she started her career as an investment banker at Citi, where she worked in New York, Moscow and London.

In this episode we’re going to try and answer the million dollar question - what is ethical? Bryce and Alec talk about considering what factors are important to you, examples of weighing these different factors, show you some places to find this information, and call some experts to ask them where we should be looking!