The AI boom needs more than chips and software, it needs power. APA Group could be a surprising winner as data centres consume more energy and investors seek reliable income.
![]() | Michael Price manages the Ausbil Active Dividend Income Fund. He has more than 35 years of quantitative, actuarial and financial markets experience working in Sydney and Melbourne with companies such as AMP Capital, ING Investment Management, Mercantile Mutual and Colonial Mutual. Before joining Ausbil, Michael was head of Australian equities at AMP Capital. Prior to joining AMP Capital, he was director of investment process at ING Investment Management. Michael holds a Bachelor of Economics (Actuarial Studies) from Macquarie University and is a Fellow of the Institute of Actuaries of Australia. |