Q+A

private credit and income strategies have attracted plenty of interest from australian investors - but many may not fully understand what they actually own.

sean aylmer speaks with michael frearson, head of fixed income at real asset management (ram), about what’s really “under the hood” of fixed income investments. he explains how rising interest rates and global uncertainty are impacting sentiment - and why some investors may be selling without understanding the underlying assets.

this is general information only. seek professional advice tailored to your circumstances before making investment decisions.


ram works with bluechip communication, which is a supporter of fear & greed.

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australia is rapidly emerging as a hub for data centres, driven by ai, cloud computing and massive global investment.

sean aylmer speaks with belinda dennett, ceo of data centres australia, about why australia is attracting global attention - including a $25 billion investment by microsoft. she also breaks down the biggest challenges, including energy, transmission and water, and why data centres may actually be helping accelerate the renewable transition rather than hindering it.

belinda dennett appeared at the microsoft ai tour, which featured some of the biggest names in technology and business. for the highlights and announcements from the event, click here.

fear & greed is a partner of microsoft for this event.

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guzman y gomez has had a volatile run since listing on the asx. but its founder and boss is looking beyond short-term market pressure, with big plans for the chain's us expansion.  sean aylmer speaks with founder and co-ceo steven marks about building a “generational” fast food brand. marks discusses the challenge of cracking the us market, the role of drive-thrus and delivery, and the company's focus on food quality, speed and value.

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artificial intelligence is transforming business - but the biggest lessons aren’t always what companies expect. sean aylmer speaks with telstra ceo vicki brady about how one of australia’s largest companies is rolling out ai across its operations.

they discuss the moment when telstra’s early ai efforts didn’t deliver, and why the real issue wasn’t the technology, but the underlying data. they also look at how that lesson reshaped telstra’s approach, from fixing core systems to embedding ai into strategy, culture and day-to-day work.

vicki brady spoke at the microsoft ai tour, which featured some of the biggest names in technology and business. for the highlights and announcements from the event, click here.

fear & greed is a partner of microsoft for this event.

find out more: https://fearandgreed.com.au/

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this week we get the all-important march quarter inflation figures. michael thompson is joined by economist stephen koukoulas to look at what to expect in an environment of rising inflation, slowing economic growth, profit downgrades in corporate australia and the looming risk of stagflation.

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artificial intelligence isn’t just transforming businesses. it’s reshaping schools, charities and entire communities.

sean aylmer is joined in the studio by justin spelhaug, president of microsoft elevate, to look at how ai is being rolled out beyond the corporate world: from training three million australians in ai skills to helping teachers reclaim hours each week.

justin is visiting australia as part of the microsoft ai tour, which featured some of the biggest names in technology and business, including satya nadella, chairman and ceo of microsoft. for the highlights and announcements from yesterday’s event, click here.

fear & greed is a partner of microsoft for this event.

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markets are volatile, from middle east tensions and high oil prices to inflation, tariffs and slowing growth.

sean aylmer speaks with jonathan armitage, chief investment officer at colonial first state, about how experienced investors cut through the noise - and why today’s environment may signal a new investment regime, with more volatile inflation, rising protectionism and shifting global dynamics. he also outlines why traditional defensive assets like government bonds may no longer offer the same protection, and where investors are looking instead.

this is general information only. please seek professional advice tailored to your circumstances before making investment decisions.

find out more: https://fearandgreed.com.au/

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tim cook is stepping down as ceo of apple after 15 years at the helm, leaving behind one of the most successful runs in corporate history. now, long-time insider john ternus takes over, with ai, hardware innovation and global competition shaping the next phase.

sean aylmer speaks with josh gilbert, head analyst for apac and the middle east at etoro, about what cook got right, and what comes next.

this is general information only. seek professional advice tailored to your circumstances before making investment decisions.

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artificial intelligence is moving beyond hype, and starting to deliver real-world results.

sean aylmer speaks with jane livesey, president of microsoft australia and new zealand, about the ai breakthroughs that are improving outcomes for businesses and organisations. from accelerating cancer research with organisations like the cancer council to improving education and customer experience, livesey explains where ai is already making a difference - as well as where companies are getting it wrong.

this thursday, sydney will be home to the microsoft ai tour (april 23), featuring some of the biggest names in technology and business, including satya nadella, chairman and ceo of microsoft. to find out more, click here.

fear & greed is a partner of microsoft for this event.

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what to make of last week's dismal business confidence and consumer sentiment figures, what the labour figures tell us about the rba's next interest rate move, and a closer look at the aussie dollar's strong run. michael thompson is joined by economist stephen koukoulas.

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