Beyond the AI Hype: Where the Real Investment Opportunities Lie

10 Oct 2025 | 1 min read

In this video, Jason White, Portfolio Manager of the Artisan Global Discovery Fund, explores growth opportunities in healthcare, defence, aerospace and AI, and closes with an update on portfolio positioning and the holdings driving long-term growth.

Click below to watch the full video.

Updated: 03 Jul 2026

Australian Equities in an “Emotional Recession” | Inside the Rope with David Clark

Is the AI boom starting to look like late 1998? Where are the greatest risks and opportunities for investors right now? Rob Tucker shares his high-conviction views on the forces shaping markets and how he is positioning portfolios in response. From the questionable sustainability of the global AI CapEx boom… to Australia’s subdued business confidence...

RMBS: One of the Fastest Growing Asset Classes You’ve Never Heard of

Residential mortgage-backed securities (RMBS) are one of the fastest-growing areas of Australia’s fixed income market, yet the asset class remains relatively unfamiliar to many investors. In this webinar, Scott Rundell, Chief Investment Officer at Mutual Limited, joins John Clothier, General Manager of Distribution at Copia Investment Partners, to explore how Australian RMBS works, what is...

Quarterly Update – June 2026 with Rob Tucker

The following video summarises key themes from the quarterly update. To read the full quarterly report, click here. Video view time: 8:32 0:05 What are the major themes running through equity markets in 2026? 3:09 How does Chester combat this as an Australian equity investor? 4:28 How is the portfolio positioned? Transcript Q1. What...

See All

Beyond the AI Hype: Where the Real Investment Opportunities Lie

Related Posts

Australian Equities in an “Emotional Recession” | Inside the Rope with David Clark

RMBS: One of the Fastest Growing Asset Classes You’ve Never Heard of

Quarterly Update – June 2026 with Rob Tucker

Get the latest market insights, investment updates, and news from our specialist fund managers delivered straight to your inbox.

Contact us

Melbourne (Head Office)

Sydney

Brisbane