GEN AI
Artificial intelligence is poised to change the world, but identifying who will ultimately create shareholder value out of this new technology remains a challenge, says Robert M. Almeida, Portfolio Manager and Global Investment Strategist MFS Investment Management
Jul 16 2026
Mike Fox, Head of Equities at Royal London Asset Management, argues labeling AI a ‘bubble’ is not doing investors any favours. Better to keep an open mind
Jul 14 2026
Technology is no longer the world’s deflationary force, highlights GenInnov CEO Nilesh Jasani. That fundamental reversal is reshaping the world as we think we know it
Jul 13 2026
Financial institutions using AI without proper monitoring risk being exposed to unintended consequences, warns Jason Duerden, Area Vice President ANZ at SentinelOne
Jul 09 2026
Previous Stories
AI & Competitor Anxiety Dominate REA Sentiment
Nov 11 2025
REA Group’s September quarter results broadly met expectations, though investors continue to question management over competition and AI-related risks
Rudi’s View: What About The AI Bubble Anxiety?
Nov 05 2025
‘Bubble’ or mostly ‘misunderstood’? The debate about the AI megatrend rages on with plenty of oomph and gusto — globally.
Insurance Sector’s AI Challenges Have Arrived
Nov 03 2025
Australia’s general insurance sector faces its biggest threat in decades as AI-powered ‘agentic commerce’ threatens to bypass established brands entirely, forcing billions in defensive technology spending
Gen AI Buildouts Spur Tech Infrastructure Boom
Oct 27 2025
Hyperscalers’ ambitious capital spending on generative AI projects represents a once-in-a-decade cycle, ClearBridge Investments suggests
The Casandra Cascade: Industrialisation Of Fear
Oct 24 2025
GenInnov Global Innovation Fund founder Nilesh Jasani counters today’s doom and gloom environment when it comes to AI and the next technological revolution is primarily the result of lazy and ignorant commentary. Investors beware!
DigiCo Deals Diminish Doubts
Oct 15 2025
Shares in DigiCo Infrastructure REIT have been re-invigorated following new contract wins and updated FY26 guidance by management
Rudi’s View: Tech1 Delivers AI First
Oct 15 2025
In this week’s Weekly Insights:
-Tech1 Delivers AI First
-Trade Tension Flares Up? UBS Responds
Australia’s Data Centre Boom Marches On
Oct 09 2025
CommBank’s transition to the cloud is symbolic of the systemic shifts across enterprises as they position in the cloud for the AI era
Why This AI Cycle Might Just Be Different
Oct 06 2025
AI investment has collided with a technology stock market melt-up prompting a cri-de-coeur of ‘bubble’
Infratil’s Digital & Decarbonisation Drive
Oct 03 2025
Infratil outlined ambitious plans at its recent investor day. A subsequent data centre contract win and AUKUS anticipation raised market expectations further
