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.
Finding Alpha Podcast | Applying learnings from Australia’s Earnings Season
Despite concerns about the impact of higher interest rates and the health of the Australian consumer, August’s earnings season was broadly in line with expectations.
Ensombl Investment Podcast
In this episode of Ensombl’s Investment podcast, Trent Masters, joins Morningstar’s Bianca Rose and host James Whelan to discuss the investment opportunities and risks presented by AI.
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.
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.
