Podcasts

What the AI tailwind means for equity markets

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From Fed rate cuts to gold’s quiet comeback, Todd shares where he sees opportunity, resilience, and risk across public markets in Australia and the US.

Is AI a tailwind or a bubble? Todd Hoare joins SBS Finance Editor Ricardo Goncalves to explore what’s driving equity markets—and what needs to change for AI to truly deliver.

 

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Podcasts

Infrastructure Investing – Navigating Growth, Sustainability & Digitalisation

In our latest episode of The Astute Investor, Kevin Wan-Lum, sits down with Esther Peiner, Head of Infrastructure at Partners Group. Infrastructure investment is adapting to global trends - growth, sustainability, and digitalisation. In this podcast, Esther discusses how this ‘adaption’ is...
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Podcasts

Investing beyond the numbers

In our latest edition of the Astute Investor podcast series – ‘Looking beyond numbers with quantitative investing’, Kevin Wan Lum, Deputy Chief Investment Officer of the LGT Investment Office interviews Morry Waked, Managing Director and Head of Investments from Vinva Investments.
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Podcasts

AI, data and decarbonisation

Australia is well-positioned to lead in sustainable digital infrastructure due to its renewable resources, and NextDC is investing in innovation and certifications to achieve high energy efficiency standards.