Artificial intelligence is the topic de jour. It seems it will affect all aspects of life and provide several investment opportunities. In this article, our investment partner TD Epoch examines these opportunities and answers the question: is AI a bubble or structural shift?
TD Epoch believes that generative artificial intelligence (AI) is destined to be the key driver of equity markets over the next decade or so. AI can be viewed as the fourth wave of digital technology after the PC, internet and mobile. Each stage has had a progressively greater impact on the labour market, productivity, sector concentration and free cash flow (FCF) generation. But first – is there a bubble?
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