The AI revolution is no segway
Trent Masters explains his excitement around the explosion in investment opportunities that will unfold in the coming years off this particular technological breakthrough.
The implications of AI across sectors against key ESG considerations
There are many benefits to artificial intelligence (AI) however, the development of AI technology can come with significant risks. We consider the threats and opportunities, and materiality of ESG considerations by sector.
Defensive darlings demanding their place – McDonalds & PepsiCo
In this environment of conflicting macro signals and heightened risks, high quality defensive darlings, such as McDonalds, and PepsiCo, offer important characteristics to a diversified global portfolio.
Tech Talk: March 2023: The most interesting things in Tech
Join Trent Masters as he recaps the collapse of Silicon Valley Bank, Signature bank, and Credit Swisse’s acquisition by UBS but despite the chaos, the markets rallied in March.
On the Road with Trent Masters
Trent reflects on his recent trip to California to test the macro environment and see where potential demand inflections may emerge, with a focus on generative AI, and shares insights on the difficult external environment for tech.
Artificial Intelligence and Big Tech
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 long shadow
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.
BHP Spotlight 2030 Mt. Arthur closure
Jessica Cairns considers the importance of balancing climate goals with the social and economic impact of the Mt Arthur mine closure and issues to be addressed through a just transition plan.
Sticking with security
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?
