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INVESTMENT OUTLOOK

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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