PARTNER CONTENT

This series offers a forward-looking perspective on significant structural shifts in markets — and the opportunities it may create for active, research-driven investors.  Part 1: Evolution of the AI trade  In this discussion, we examine how AI has evolved from a focused technology theme into a broad, cross-industry investment opportunity. As the landscape expands, the panel highlights a shift away from a narrow group of winners toward a more complex market, where identifying differentiated sources of growth and productivity may be key to uncovering value. Watch Video.