A macro shot of a silver mesh microphone head on a polished wooden table, blurred business executives in the background, taken with an Olympus OM-D E-M1 Mark III and a 60mm f/2.8 macro lens, subtle reflections, elegant ambiance, realistic, detailed, 12K, best photo, --chaos 35 --ar 16:9 --style raw --stylize 350 --v 6.1 Job ID: cb9c37d8-aa58-4e35-bf3f-df77a8a8d8ab
A macro shot of a silver mesh microphone head on a polished wooden table, blurred business executives in the background, taken with an Olympus OM-D E-M1 Mark III and a 60mm f/2.8 macro lens, subtle reflections, elegant ambiance, realistic, detailed, 12K, best photo, --chaos 35 --ar 16:9 --style raw --stylize 350 --v 6.1 Job ID: cb9c37d8-aa58-4e35-bf3f-df77a8a8d8ab

Podcast | Insights from the Bernstein Conference

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Podcast: Join the Montaka Global Investments team on Spotify as they chat about the market dynamics that shape their investing decisions in Spotlight Series Podcast. Click below to listen. Alternatively, click on this link: https://podcasters.spotify.com/pod/show/montaka

 

 

🍔 How AI is revolutionizing restaurant operations (Yum! Brands vs. Restaurant Brands International)
💡 ServiceNow’s expansion beyond IT budgets into real estate & labor optimization
💰 The state of private credit—stability at the top, risks in the long tail
📈 Why institutional investors are consolidating with top-tier asset managers

Tune in for expert analysis on what these trends mean for investors.

Key Timestamps & Topics Covered:

  • 00:00:00 – 00:01:20 | Introduction & Conference Overview

  • 00:01:20 – 00:08:55 | AI in Restaurants: Yum! Brands vs. Rival Strategies

  • 00:09:29 – 00:13:57 | ServiceNow’s Expansion Beyond IT Budgets

  • 00:14:57 – 00:20:03 | Private Credit: Stability at the Top, Fragmentation Below
  • 00:20:24 – Close | The Institutional Shift to Premium Asset Managers

  • Why firms like KKR and Blackstone are winning.

Disclaimer :

This document was prepared by Montaka Global Pty Ltd (ACN 604 878 533, AFSL: 516 942). The information provided is general in nature and does not take into account your investment objectives, financial situation or particular needs. You should read the offer document and consider your own investment objectives, financial situation and particular needs before acting upon this information. All investments contain risk and may lose value. Consider seeking advice from a licensed financial advisor. Past performance is not a reliable indicator of future performance.

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