Global Webcast: AI will change the world (eventually)…
Trent Masters explores major tech companies such as Google and Amazon, highlighting how substantial investments in AI infrastructure are driving impressive returns and significantly impacting the sector.
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.
Australian Webcast: Highlights from ESG trip to Pilbara, WA
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.
Australian Webcast: Australian technology stocks & AI
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.
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.
Australian Webcast: Outlook for the Australian Resources Sector
Stephane Andre and Elfreda Jonker examine the resource sector, exploring the factors contributing to its volatility and what might lie ahead.
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.
Webcast: The intersection of Responsible AI & ESG – A framework for Investors
Jess Cairns and Elfreda Jonker discuss the framework that Alphinity have created to determine how to assess the responsible use of Artificial Intelligence (AI).
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
