Jan 23, 2025 · On Tuesday, in his first full-day as US President, Donald Trump announced a new initiative that will see private sector investors push billions of dollars into artificial intelligence (AI) infrastructure in the US. Flanked by SoftBank CEO Masayoshi Son, OpenAI CEO Sam Altman and Oracle co-founder ...

Jan 6, 2025 · #4 - Core Scientific (NASDAQ: CORZ)Jessica Farr-Jones: One area that we're particularly excited about is, of course, the AI revolution that's going on at the moment.What's interesting though is in the ASX there's not that many ways to play this thematic. So you see great companies like NEXTDC (ASX: NXT) and the soon to be listed [now listed] DigiCo Infrastructure REIT (ASX: DGT), they command ...

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Dec 18, 2024 · Global equities continued their upward trajectory in 2024, driven by a robust global economy, a favourable interest rate environment, AI, and positive market sentiment in the wake of the US election.

Dec 10, 2024 · Note: This interview was taped on Wednesday 27 November 2024. Finding a small or mid-cap with high-quality earnings, a global reach, a strong competitive advantage, and trading at a reasonable valuation can be akin to finding a needle in a haystack when global equity markets are at all-time highs.

Jan 7, 2025 · The past few years have been kind to investors. A glance over 2024 asset class returns suggests that most Australian investors have been sitting on healthy gains for the past 12 months, with the much-loved banks leading the charge. Global equity exposure will have sweetened returns, with the S&P 500 ...

Dec 11, 2024 · 2024 has been a remarkable period for Australian investors, defying expectations and setting new benchmarks. The S&P/ASX 200 achieved seven monthly record closes (assuming December is positive) – the most since 2007 – while Commonwealth Bank soared well beyond analyst predictions, trading comfortably above …

Dec 16, 2024 · Yarra Funds Management Limited (ABN 63 005 885 567, AFSL 230 251) (‘YFM’) is the issuer and responsible entity of a range of registered managed investment schemes, which includes those named in this document (‘Funds’).

Jan 6, 2025 · Following two solid years for shares markets, investors could be in for a bumpy ride in the year ahead. The complexities of a second Trump administration and changes to global trade relationships are all set to impact the investor agenda for 2025.