Stephane Andre and Elfreda Jonker examine the resource sector, exploring the factors contributing to its volatility and what might lie ahead.
Jeff Thomson and Elfreda Jonker delve into the recent surge in global equities, sharing their insights and outlook for the future.
In this ASX podcast, Elfreda Jonker discusses Generative AI and what it means for the beneficiaries of this technology.
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.
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.
Jess Cairns and Elfreda Jonker discuss the framework that Alphinity have created to determine how to assess the responsible use of Artificial Intelligence (AI).
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.
The Intersection of Responsible AI and ESG: A Framework for Investors Report is a three-part, practical, open-source toolkit that can be tailored and adapted by investors to assess the impact of AI across their investment portfolio.