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
Global Webcast: Two key themes from reporting season
Mary Manning and Elfreda Jonker delve into the two pivotal themes from the recent reporting season.
Why 2024 will be a ‘show me’ year
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.
The disproportionate impact of modern slavery on women and girls
Melissa Stewart joined Fidante’s ‘ESG in 10’ podcast to explore the disproportionate impact of modern slavery on women and girls and what investors can do about the issue.
International Women’s Day 2024
This International Women’s Day, the Alphinity team discuss what it means to ‘count her in’, highlighting companies striving to achieve gender balance, excel in inclusivity, and commitment to equal opportunities.
Podcast: The Magnificent Seven and opportunities you shouldn’t miss
Just seven stocks have driven over 100% of S&P500’s returns this year. Will their success continue, and will others catch up? Mary Manning join’s nabtrade’s Your Wealth podcast.
