Global Webcast: DeepSeek’s implications for the AI trade & 4Q24 Tech Results
Trent Masters and Elfreda Jonker discuss the latest developments in AI, focusing on DeepSeek and its implications for the tech sector, particularly the Mag 7. They explore how AI cost efficiencies are driving continued investments, the evolving AI trade, and shifts in portfolio positioning.
Australian Webcast: Highlights from visit to the Santos Moomba CCS facility
Jess Cairns and Elfreda Jonker reflect on Jess’ visit to South Australia for the opening of Santos’ Carbon Capture and Storage (CCS) facility in Moomba, discussing the project’s infrastructure, cost-effectiveness, and long-term viability. They address skepticism around CCS technology, highlight key takeaways for investors, and emphasize the importance of ongoing environmental monitoring.
2024 In Review & 2025 Outlook
The outlook for Australian equities in 2025 suggests a more cautious and nuanced market environment, with potential for sector and stock rotations, driven by earnings outcomes and market leadership, while the focus will shift from macro factors to individual stock performance amid high valuations and uncertain economic conditions.
Podcast: Responsible AI use in corporates with Jessica Cairns
With the rapid adoption of artificial intelligence, companies are facing growing pressure to ensure their AI practices are ethical, transparent, and aligned with environmental, social, and governance (ESG) principles.
CBRE: This Time is Different
CBRE, the world’s largest commercial real estate firm, has evolved into a more resilient and higher-growth business by diversifying into less cyclical, recurring revenue streams, positioning itself to benefit from both structural growth trends and a potential recovery in the commercial real estate market.
Global Webcast: Key highlights from 2024 & Outlook for Global Markets in 2025
Jonas Palmqvist and Elfreda Jonker reflect on 2024’s strong global equity market performance, particularly in the US tech sector, while discussing expectations for 2025, including a potential shift in leadership towards cyclical and defensive stocks, and highlighting key investment themes such as technology, financials, and commercial real estate.
Australian Webcast: Key highlights from 2024 & Outlook for the Australian market in 2025
Andrew Martin and Elfreda Jonker reflect on the key highlights of 2024, including strong investment performance and market trends, while discussing expectations for 2025, focusing on potential challenges and opportunities in the economy, interest rates, and market rotation.
Global Webcast: Feedback From India, Singapore & US Travels
Jeff Thompson and Elfreda Jonker discuss Jeff’s recent trip to India and New York, highlighting India’s economic growth potential, particularly its young, digitally engaged population, and the impact on multinational companies like Unilever, Walmart, and L’Oréal.
Netflix: Winning the Streaming Wars
It’s timely to explore the driving forces behind Netflix’s huge share price moves, and why we believe there is further upside ahead.
