On the Road with Alphinity: RI Europe
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.
Global Webcast: Reflecting on a volatile month & 2Q24 results season
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.
Global Webcast: Focus areas for AI beneficiaries heading into 2Q24 results
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.
Global Webcast: Key themes playing out in Global Equity Markets
Jeff Thomson and Elfreda Jonker delve into the recent surge in global equities, sharing their insights and outlook for the future.
Is Gen AI driving a tech comeback?
In this ASX podcast, Elfreda Jonker discusses Generative AI and what it means for the beneficiaries of this technology.
Finding Alpha Podcast | Beyond the Magnificent 7
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.
Opportunities emerging from rising demand for AI computing power
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.
Media Release: Alphinity release responsible AI framework
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.
Global Webcast: Feedback from US trip – Gen AI & Industrials
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
