Described by some as a trillion-dollar solution without a trillion-dollar problem to solve, Artificial Intelligence is undoubtedly at the centre of the whirlwind that has powered tech stocks to unprecedented- and some would say unsustainable – highs. In this episode of Ensombl’s Investment podcast, Trent Masters, joins Morningstar’s Bianca Rose and host James Whelan to discuss the investment opportunities and risks presented by AI.
To expand Alphinity’s understanding of emerging ESG and sustainability trends, Moana attended the Responsible Investor Europe conference in London. There, she engaged with industry leaders and learned about the key ESG issues of the year.
Elfreda Jonker and Jonas Palmqvist reflect on what has been happening in markets over the previous month and review key themes from the second quarter of 2024.
Trent Masters and Elfreda Jonker discuss the upcoming reporting season and identify key focus areas for companies benefiting from AI as they prepare for their Q2 2024 results.
Jeff Thomson and Elfreda Jonker delve into the recent surge in global equities, sharing their insights and outlook for the future.
In this ASX podcast, Elfreda Jonker discusses Generative AI and what it means for the beneficiaries of this technology.
Jeff Thompson joins Fidante’s Finding Alpha podcast to talk about which of the tech giants still represent good value, where the next AI winners will come from and where he is seeing opportunities in other sectors.
The AI boom is likely to drive a surge in energy consumption after decades of sluggish demand. Powering energy-hungry data centres has become a significant bottleneck within the AI capex cycle. We take a closer look at the implications for global energy and gas markets, but also highlight various potential beneficiaries across different industries.