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.
Is Gen AI driving a tech comeback?
In this ASX podcast, Elfreda Jonker discusses Generative AI and what it means for the beneficiaries of this technology.
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.
ESG in 10 – Navigating Responsible AI: A Framework for Investors, with Alphinity
Jessica Cairns and Moana Nottage join Fidante’s ‘ESG in 10’ podcast to discuss the crucial intersection of AI and responsible investing. Explore key insights from Alphinity and CSIRO’s Data61 Responsible Investment Framework.
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).
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.
