Who's winning the AI race - and does it matter?

abrdn

May 2026

(Duration: 27 Mins)

Funds operated by this manager:

Chris Gosselin, CEO of FundMonitors.com, speaks with Emanuel Datt, founder and Chief Investment Officer at Datt Capital. Emanuel discussed recent market volatility, the divergence between large and small caps, and the opportunities emerging in the small companies space.

He also discussed Datt Capital's approach to sector analysis, including technology, AI adoption, and energy, as well as the Fund's cash position and ability to act on market dislocations.

Disclaimer: This conversation with FundMonitors was recorded prior to the release of the federal budget.

Funds operated by this manager:

Datt Capital Absolute Return Fund , Datt Capital Small Companies Fund

Expert Analysis of the RBA's May 5 Rate Decision

FundMonitors.com

May 2026

Chris Gosselin, CEO of FundMonitors.com, spoke with Nicholas Chaplin, Director and Portfolio Manager at Seed Funds Management, and Renny Ellis, Director & Head of Portfolio Management at Arculus Funds Management.

The discussion examines the RBA's decision to raise rates to 4.35%, with a focus on inflation pressures, the impact of energy costs, recession risks, and the broader implications for households, markets, and the Australian economy.

Chris Gosselin, CEO of FundMonitors.com, speaks with Benjamin Harrison, Chief Investment Officer at Altor Capital. 

In this conversation, Ben shared how the Altor AltFi Income Fund has delivered consistent performance over seven years, combining private credit investments with unique equity kickers. He also discussed their hands-on approach, focus on mid-market corporates, and where he sees the greatest opportunities for growth-making this a valuable watch for investors interested in private credit.

Expert analysis on what the RBA will do next Tuesday, May 5

FundMonitors.com

May 2026

Chris Gosselin, CEO of FundMonitors.com, speaks with Nicholas Chaplin, Director and Portfolio Manager at Seed Funds Management, and Renny Ellis, Director & Head of Portfolio Management at Arculus Funds Management.

The discussion centres on Australia's latest inflation figures and whether the RBA should hold rates steady ahead of the federal budget. Nick and Renny broadly agree the central bank should wait for more data, while weighing the risks that temporary inflation pressures from energy and geopolitical uncertainty could become more persistent.

Airlie Small Companies Fund Quarterly Update

Airlie Funds Management

January 2026

(Viewing time: 15 mins)

Funds operated by this manager:

Airlie Australian Share Fund Active ETF (ASX:AASF)

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Chris Gosselin, CEO of FundMonitors.com, speaks with Simone Haslinger, Chief Executive Officer at East Coast Capital Management. Simone discussed the fund's positive March quarter performance, the impact of volatility across energy and commodity markets, and how East Coast Capital's systematic trend-following approach seeks to capture opportunities during periods of market regime change.

Funds operated by this manager: ECCM Systematic Trend Fund

Expert Analysis of the RBA's March 17 Rate Decision

FundMonitors.com

March 2026

Chris Gosselin, CEO of FundMonitors.com, spoke with Nicholas Chaplin, Director and Portfolio Manager at Seed Funds Management, and Renny Ellis, Director & Head of Portfolio Management at Arculus Funds Management, about the RBA's decision to raise interest rates by 0.25% in March. Both described the move as premature, noting the narrow 5-4 board vote reflected significant internal disagreement. They argued that last month's rate rise had yet to flow through to the economy, and that the board was relying on last year's inflation numbers prior to the release of the February figure due next week. In a nutshell, the decision to raise rates in March, rather than wait 6 weeks until the meeting scheduled for May 4th and 5th, was premature. The discussion also considered the role of rising oil prices and geopolitical developments, with both suggesting the RBA may have acted too quickly given the uncertain economic outlook.

Chris Gosselin, CEO of FundMonitors.com, speaks with George Bory, Chief Investment Strategist at Allspring Global Investments. 

They discussed Allspring's public-markets fixed-income approach, focusing on risk-aware portfolio management, steady income above inflation, and global diversification, before turning to how geopolitical tensions, oil prices, inflation, and US politics may shape bond markets and investment positioning.

Key topics by timestamp:

• 0:07 - 5:13 Allspring's fixed income strategy, risk-aware bond investing, and global public markets approach

• 5:19 - 9:30 Iran conflict, oil prices, inflation risks, and central bank implications

• 9:32 - 16:20 US politics, energy prices, and the outlook for bond markets and portfolio positioning

Chris Gosselin, CEO of FundMonitors.com, spoke with Dean Fergie, Director & Portfolio Manager at Cyan Investment Management and Martin Pretty, Director at Equitable Investors.

They discussed the sharp market volatility during the latest reporting season, driven by elevated expectations around AI, shifting investor sentiment, and significant valuation resets across industrial stocks. The conversation also explored how changing money flows, speculation, and indexing influenced portfolio management and highlighted the importance of diversification in an increasingly volatile investment environment.