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Breaking down the enigma of artificial intelligence

Read about global markets and trends in this monthly Investment Outlook

Published on 05 Jun 20231 minute read

This monthly commentary gives a roundup of global markets and trends.

In this edition:

  • After underperforming in 2022, technology stocks have made a comeback this year, led by interest in a new type of artificial intelligence (AI) called generative AI
  • AI will play a crucial role in many of the themes we expect to define the next decade and beyond
  • AI-led productivity gains and subsequently company profits could potentially come quickly since it is readily accessible
  • We favour the hardware and semi-conductors areas needed for AI development along with the established incumbents over AI start-ups

Important information

The value of an investment may go down as well as up and you may get back less than you originally invested.

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