Areas of Interest
Rapid fire: All Cap vs Small & Mid Cap
Munro Climate Series: The line from AI to Clean Energy
AI ————————— Clean Energy I’ve drawn a line. The line follows the rise of AI to increasing demand for clean energy. The launch of Chat GPT in late 2022 ignited rapid AI competition. Running data centres that are required to train and use AI, requires a lot of energy. In fact, Mark Zuckerberg, whose company…
Read MoreArea of Interest: Innovative Health
The Fourth Era is here: Artificial Intellligence
Areas of Interest: Digital Payments
When was the last time you paid for something with cash? The shift to digital payments is a structural change happening in our world today that has been widely adopted. Partner & Portfolio Manager Kieran Moore breaks down this area of interest for us. Kieran discusses the outlook, key players in the digital payments landscape…
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