Discover the insights behind the hype. In their new paper Artificial intelligence: not a bubble…yet, Portfolio Managers Pamela Hegarty and Derek Glynn dive deep into the current artificial intelligence investment landscape and explore whether market exuberance is leading the AI theme toward a bubble—or something more sustainable.
Why read this paper?
- Timely analysis: The paper compares today’s AI boom to the internet and telecom bubble of the late 1990s, drawing lessons from history to help investors navigate uncertainty
- Risks & opportunities: It highlights the massive infrastructure investments, evolving financing models, and potential systemic risks, while also pointing out the positive differences that set AI apart from previous tech cycles
- Practical guidance: Learn how leading companies are managing risk, why enterprise adoption is still in its early stages, and what factors could shape the future of AI innovation
- Balanced perspective: The authors offer a clear-eyed view of both the hype and the reality, helping investors understand what’s driving valuations, where caution is warranted, and how to spot signs of sustainable growth.
To understand the forces shaping the future of AI – and how to make better informed decisions in a rapidly changing environment – read the paper.
