Where are the AI investment opportunities?

Rudi Filapek-Vandyck from FNArena - Investor Webinar March 2026

About this presentation

Rudi Filapek-Vandyck, founder of FNArena and speaker in the March Investor Webinar ‘Finding Value in Volatility’, provides a thought-provoking perspective on how investors should approach the rapidly evolving AI investment landscape. He frames the current market as one driven by ‘anxiety’, where macro risks and headlines have led to broad share price de-ratings, creating emerging value opportunities for selective investors. Rudi highlights that while enthusiasm around AI has cooled, the long-term structural impact remains significant and should not be underestimated. He explains that opportunities now span across infrastructure, technology, and even non-traditional sectors, but require careful selection as winners and losers become clearer. His key message is to stay flexible, stay informed, and recognise that while AI will reshape markets, the path forward will be anything but linear.

Disclaimer

  • The presentations made during this seminar are for informational and promotional purposes only.
  • Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice.
  • No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity.
  • All securities and financial products involve risks.
  • Past performance of any product is not a reliable indication of future performance.
  • Read carefully the governing documents of a product’s offering such as its PDS or information memorandum.
  • InvestmentMarkets does not vet, endorse or recommend any product the subject of the presentations and is only facilitating the exposure of the product.
  • These presentations were made as at March 2026, and therefore relevant facts, the economic environment , governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.