Not all tech is equal – Alphinity’s Framework for AI Disruption Risk
AI is reshaping technology investing, but disruption is not one-size-fits-all — Alphinity’s proprietary framework highlights why some ASX technology companies face growing structural risk while others are using AI to strengthen competitive advantages and drive earnings growth.
Micron – Memory engine of the AI Era
Micron sits at the centre of the AI-driven memory supercycle, where surging demand, tight supply, and sustained pricing power are driving a structural uplift in earnings and long-term growth prospects.
Australian Webcast: AI Disruption Assessment Framework – Structure & Outcomes
Elfreda Jonker and Andrey Mironenko discuss AI disruption risk and present a detailed framework for assessing how AI may impact various companies.
AI’s $3 Trillion Question: Who Pays and What’s the Return?
AI’s $3 trillion investment surge is led by Big Tech, but future returns depend on generating unprecedented new earnings. Smaller firms are facing major funding challenges in this race.
Turning turbulence into triumph: 5 themes reshaping the investment landscape
Five powerful forces are reshaping global markets, creating sharp divides between companies that can adapt and those that cannot. From AI implementation and defence modernisation to tariff adaptation, strategic M&A, and fragile consumer demand, these themes are driving a polarised landscape where execution excellence has become the decisive factor for corporate success.
The AI governance risk keeping executives up at night: A conversation with Elfreda Jonker
In this episode of The Greener Way, host Michelle Baltazar discusses the governance risks posed by AI with Elfreda Jonker from Alphinity Investment Management.
The Sustainability of AI: Insights from Asia’s Innovation Hubs
As the global AI race accelerates, so too does the scrutiny on its environmental, social, and governance (ESG) implications. A recent thematic research trip across Seoul, Taipei, Beijing, Shanghai, and Shenzhen offered a rare window into how Asia’s tech giants and infrastructure providers are navigating the complex intersection of AI innovation and sustainability.
Beginning of the End or End of the Beginning?
Long seen as untouchable, Apple and Google now face mounting pressure from the rapid rise of AI which is reshaping how users access information and interact with technology. Their core businesses in search and smartphones are under threat from structural shifts and regulatory challenges, raising the possibility that the next generation of tech giants may emerge from this inflection point.
Podcast: Responsible AI use in corporates with Jessica Cairns
With the rapid adoption of artificial intelligence, companies are facing growing pressure to ensure their AI practices are ethical, transparent, and aligned with environmental, social, and governance (ESG) principles.
