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?
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’.
Trent Masters explains his excitement around the explosion in investment opportunities that will unfold in the coming years off this particular technological breakthrough.
There are many benefits to artificial intelligence (AI) however, the development of AI technology can come with significant risks. We consider the threats and opportunities, and materiality of ESG considerations by sector.
Join Trent Masters as he recaps the collapse of Silicon Valley Bank, Signature bank, and Credit Swisse’s acquisition by UBS but despite the chaos, the markets rallied in March.
Trent reflects on his recent trip to California to test the macro environment and see where potential demand inflections may emerge, with a focus on generative AI, and shares insights on the difficult external environment for tech.
Trent Masters recaps the key events that affected global market in January 2023 and discusses the implications of AI such as ChatGPT on companies.
Global Portfolio Manager Trent Masters recaps the key events that affected global markets in 2022.