united nations

Big Tech’s $600B AI spend isn't a bubble. It’s a self funded infrastructure build out with superior ROE and capital efficiency

In 2003 a young Australian PhD student took the bold step of pitching a new framework for how asset owners should think about engaging with the companies they invest...

From the hundreds of different ESG frameworks that have sprung up in the last decade, Alphinity Investment Management chose one on which to hang its sustainable...