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One AI stock that is ‘quantums more attractive’ than a neocloud

The Australian Financial Review (AFR) •
November 12, 2026 • 05:00 AM
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Schroder’s head of Australian equities research Justin Halliwell talks artificial intelligence, lithium and investing in CSL when the shares were at $100.

One AI stock that is ‘quantums more attractive’ than a neocloud

Justin Halliwell is head of Australian equities research at Schroders, and oversees the Australian equity fund which manages $800 million in assets.

It’s been a strong year for the fund. What’s driven performance?

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