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.
Alphinity and CSIRO have partnered together to help investors navigate the responsible application of artificial intelligence (AI). We’ve developed a framework to help the investment community assess responsible artificial intelligence practices and integrate these into ESG considerations.
We are proud to present Alphinity’s third annual ESG and Sustainability Report. The report is full of case studies and examples that demonstrate our ongoing commitment to sustainability, investing responsibly and transparency. We hope it will provide some insight to you on our ESG and sustainability related priorities, processes, policies and outcomes.
Chris Willcocks and Elfreda Jonker discuss key takeaways from Chris’ recent trip to the US, where he attended a number of conferences and met with a range of companies
Bruce Smith and Elfreda Jonker discuss the domestic real estate sector, the implications of what is happening to bond yields.
Mary Manning and Elfreda Jonker delve into the two pivotal themes from the recent reporting season.
Andrew Martin and Elfreda Jonker reflect on the major Australian banks, their recent surge, and share their insights on the outlook.