Artificial Intelligence: The Next Technological Tectonic Shift?

In this podcast, equity portfolio manager Brad Mak and Rob Almeida, global investment strategist, discuss how the commercial application of artificial intelligence may affect - enhance, be neutral to, or detract from - companies over the next three to five years.




(01:04) - AI's Potential Effects on Business Models

(05:37) - Two Parallel Drivers of Secular Growth

(07:38) - Finding Companies with a Sound AI Roadmap

(10:55) - Impacts on the Real Economy and Portfolios

(12:29) - New Tech as a Productivity Enhancer

(14:35) - What is Different Now?




This material is intended for investment professional use only and not intended for retail investors.­ ­ The views expressed are those of the speaker and are subject to change at any time. These views are for informational purposes only and should not be relied upon as a recommendation to purchase any security, or as an offer of securities or investment advice. No forecast can be guaranteed. Past performance is no guarantee of future results.

Please keep in mind that a sustainable investing approach does not guarantee positive results and all investments, including those that integrate ESG considerations into the investment process, carry a certain amount of risk including the possible loss of the principal amount invested.

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