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AI Megatrend; Blessing or Bubble?

AI Megatrend; Blessing or Bubble?

26 Nov 2025 —

Rudi Filapek Vandyck

Investors have become noticeably worried about equity markets’ valuations, in particular for companies linked to the AI megatrend. There’s plenty of doom and gloom going around, but are these concerns justified? Rudi Filapek-Vandyck, Editor & Founder of FNArena gives us his views.

Investor Education Shares Investment Themes

Navigation Opportunity in Current Global Equities Markets

Navigation Opportunity in Current Global Equities Markets

In this presentation Nick & Jarrad, Portfolio Managers at Sharpbridge explore how global equity markets can offer diversified growth opportunities and resilience amid shifting economic cycles.

Shares Asset Allocation Managed Fund

The Case for Investing Globally: Unlocking Greater Opportunities Beyond Australia

The Case for Investing Globally: Unlocking Greater Opportunities Beyond Australia

In this presentation George Hadjia from Bristlemoon Capital discusses the case for investing globally and unlocking opportunities beyond Australia.

Don't forget your toothbrush

Don't forget your toothbrush

In this presentation, Elisa Di Marco from Magellan unpacks how consumer companies drive innovation and what makes a quality consumer company. She talks through examples of products you use daily, and how they can make attractive long-term investments.

Harvesting discounts from LICs and other stocks

Harvesting discounts from LICs and other stocks

Affluence specialises in discount capture strategies, using their experience in markets to buy stocks and other investments below net asset backing. In this presentation, Daryl Wilson explains the concept of discount capture, walks through how the Affluence team approach this niche strategy, and provides some examples of the opportunities available in the market right now.

Australian Equities and its opportunities

Australian Equities and its opportunities

Jun Bei Liu, Portfolio Manager at Tribeca Investment Partners talks to us about Australian equities, how a long short strategy can take advantage of the market at the moment and where some of the future opportunities are.

Knowledge is power - my personal research into All-Weather Stocks

Knowledge is power - my personal research into All-Weather Stocks

In-depth knowledge is invaluable for long-term oriented investors, explains Editor Rudi Filapek-Vandyck, and FNArena has plenty on offer, including on beneficiaries and victims of artificial intelligence (AI) and his personal research into All-Weather Performers.

Unearthing the Future: Rubicon Resources' Bold Quest for Critical Minerals and Precious Metals

Unearthing the Future: Rubicon Resources' Bold Quest for Critical Minerals and Precious Metals

Rubicon Resources is an aspiring mineral resources company with the Mission Statement “To plant a seed that in time grows into a large mining company”. James is a mining industry expert with experience in metallurgy, mineral processing operations, mineral exploration and engineering design amongst others. Chris Towsey is a mining and exploration geologist and geochemist with over 40 years of experience.

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Shareholder Activism – good governance and shareholder value

Shareholder Activism – good governance and shareholder value

There’s been an increasing interest in activist investing in recent years, with many new managers trying their hand at it. In this presentation, you’ll hear from one of the oldest and most prolific activist investors in Australia, Sandon Capital. After completing more than 40 campaigns over 15 years and consistently delivering value for investors, founder and CIO Gabriel Radzyminski will talk about the evolution of shareholder activism in Australia, why its important, the tools of the trade and the different ways investors can approach this complex, varied and highly nuanced investment strategy. It really all comes down to good governance and shareholder value.

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Australian equities: identifying opportunities and winners/losers from the reporting season

Australian equities: identifying opportunities and winners/losers from the reporting season

The Montgomery Fund is focused on providing long-term capital growth for investors by investing in a concentrated portfolio of 25 to 35 high quality Australian companies listed on the Australian Securities Exchange (ASX). Alan Kwan is the Senior Portfolio Manager at Australian Eagle Asset Management. He is the principal analyst for many of their portfolio stocks, particularly medium-cap companies. Their team also manage the Australian large-cap portfolios for Montgomery Investment Management including The Montgomery Fund.

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The Conscious Investor Fund - mirroring Teaminvest principles and success

The Conscious Investor Fund - mirroring Teaminvest principles and success

The Conscious Investor Fund is a wholesale fund focussed on finding long-term value through investing in quality business. Mark Moreland is the co founder of Teaminvest, and founding director of the Conscious Investor Fund. He has spent the last 16 years working with over 600 high net worth investors who target double digit returns from their equity investments.

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Exploring sustainable returns through quality growth investments

Exploring sustainable returns through quality growth investments

In this presentation, we explore global investing, with a deep dive into the attributes of quality companies that continue to earn attractive sustainable returns over time. We'll discuss the rationale behind including growth and defensive stocks in your investment mix, with a focus on the growth sector and examples of quality growth stocks.

How to make the most of the coming small cap rally

How to make the most of the coming small cap rally

Small cap stocks have had a tough run the past few years, with small cap indices underperforming their larger cap counterparts significantly. Everyone is talking about the inevitable catch up. But dispersion amongst returns at the small end of the market is high. It's easy to get the theme right and the stock picking wrong. Steve Johnson will explore the stock picking process at Forager, how the team are setting their Fund portfolios up, and which stocks are already working. He will explain why these stocks showcase where you need to be invested when the small cap recovery arrives.

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