Rupal Agarwal: The Future of AI in Asset Management
Host Diana Wood and Asia Quant Strategist Rupal Agarwal discuss how Generative AI is transforming the asset management industry. They explore the current trends in AI adoption, the challenges faced by the industry, and the various use cases of generative AI for investors. Rupal highlights how AI is being used to enhance research, analysis, and client engagement by discretionary funds while opening new opportunities for quant investors. The conversation also delves into the future of pure AI led strategies and Quant (or AI) as a Service but more broadly shares insights on what’s working, what’s not and how leading firms are positioning themselves at the intersection of technology and alpha generation. Hosted on Acast. See acast.com/privacy for more information.
--------
31:08
--------
31:08
Stephen Reitman: Ferrari, A Legacy of Luxury
In this episode of In the Know, host Patrick Robinson and European Autos Analyst Stephen Reitman delve into the world of Ferrari, exploring its rich history, the allure of its supercars, and the brand's strategic adaptations to market demands. They discuss the exclusivity of Ferrari's customer base, investor reactions to the company's recent capital markets day, and the intricate personalisation options available to buyers. The conversation highlights Ferrari's unique pricing strategy and its ability to maintain luxury status while navigating the evolving automotive landscape. Hosted on Acast. See acast.com/privacy for more information.
--------
31:55
--------
31:55
Alex Irving: Airplane Mode
This week, European Transport Analyst Alex Irving joins host Patrick Robinson on the podcast to discuss how the airline industry stands currently: who is flying high, and who is in a spin. Plus, we delve into policy, geography, infrastructure and other contextual factors affecting airlines today. Hosted on Acast. See acast.com/privacy for more information.
--------
30:38
--------
30:38
Harry Martin: Trucking for the Long Haul
European Automobiles & Components Analyst Harry Martin joins host Patrick Robinson on the podcast this week to discuss all things trucking. We discuss the industry as it stands, pricing power, and what newer technologies might change the current market structure. Plus, we touch on barriers to adoption, regulations, and whether it is worth giving it all up to retrain as a long-distance driver. Hosted on Acast. See acast.com/privacy for more information.
--------
27:37
--------
27:37
Maria Meita: Is the Luxury Playbook Broken?
Global Luxury Goods Analyst Maria Meita joins host Patrick Robinson on the podcast this week to discuss the luxury industry, and its perfect storm of macro weakness, negative price elasticity and lack of newness. We talk about the two diverging customer profiles, winners in the space and why Brunello Cucinelli is the closest the luxury industry has to a cult. Plus, in this polarising world of luxury where the top 5% of customers make up to 40% of sales, we explore the role of relationship managers, and what’s next for the industry. Hosted on Acast. See acast.com/privacy for more information.
In this brand new series, join us to discuss and debate key investment controversies, together with what is top of mind and trending in the news with those who are in the know. In each episode, one of our Bernstein Research Analysts will share insights into their industrial strength research and sector fundamentals. Hosted on Acast. See acast.com/privacy for more information.
New Zealand