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.
Elfreda Jonker and Jess Cairns discuss Jess’ recent trip to Western Australia and key takeaways from her site visits to the mining regions, including her interactions with Aboriginal corporations.
Andrey Mironenko and Elfreda Jonker discuss the the impact of AI on the technology sector in Australia and and the opportunities AI presents for technology stocks.
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.
Stephane Andre and Elfreda Jonker examine the resource sector, exploring the factors contributing to its volatility and what might lie ahead.
Jeff Thomson and Elfreda Jonker delve into the recent surge in global equities, sharing their insights and outlook for the future.
Jess Cairns and Elfreda Jonker discuss the framework that Alphinity have created to determine how to assess the responsible use of Artificial Intelligence (AI).
Chris Willcocks and Elfreda Jonker discuss key takeaways from Chris’ recent trip to the US, where he attended a number of conferences and met with a range of companies