The AI trade is more complex than the Magnificent Seven. Private equity is exposed through software company holdings, private credit through AI-adjacent borrowers, and infrastructure debt through data centre energy demand — and that exposure is growing rapidly across advice portfolios whether managers know it or not. This panel will map the full stack of AI-driven investment opportunity across public and private asset classes, examine the intersection with the energy transition, and ask whether Australian advisers are equipped to position their clients for the structural shift underway in US and global markets.
Includes table discussion
