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.
The Intersection of Responsible AI and ESG: A Framework for Investors Report is a three-part, practical, open-source toolkit that can be tailored and adapted by investors to assess the impact of AI across their investment portfolio.
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
Mary Manning and Elfreda Jonker delve into the two pivotal themes from the recent reporting season.
Discover how 2024 is set to be a pivotal ‘show me’ year for Generative AI and GLP-1 therapies with innovative companies leading the charge in revolutionising technology and healthcare.