With the rise of AI technologies such as Chat GPT, AI is now receiving a lot of publicity. What does that mean for responsible investing? Mary Manning and Jessica Cairns discuss AI and Big Tech in this podcast.
SVB’s collapse has had significant implications for financial markets and may have a long-lasting impact with significant implications for banks, including increased funding costs and regulatory standards.
Alphinity’s investment approach focuses on high-quality companies with strong earnings potential and a diversified portfolio. How do we find “security” during times of financial uncertainty and volatile markets?
Chris Willcocks and Elfreda Jonker discuss Chris’ recent trip to the US and key themes.
As the bears start to wrestle for control from the bulls, we share five themes we expect will have implications for global equity markets this year and five stocks to position for each of these themes.
Mary Manning and Elfreda Jonker discuss insights from Mary’s recent trip to North America and key takeaways, the current reporting season across global markets and their view for the year ahead.
Tightening, Tanks, Trade Wars, Inflation and Interest rates were some themes that dominated headlines and impacted equity markets during 2022. What market factors are likely to change in 2023?
Global Portfolio Manager Trent Masters recaps the key events that affected global markets in 2022.