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Two of Wellington's tech experts join host Thomas Mucha to discuss the rapidly evolving artificial intelligence (AI) landscape and separate hype from reality, highlighting everything from the industries most likely to be impacted to AI's geopolitical implications.
2:45 – What is generative AI?
5:00 – Artificial intelligence investment opportunities
7:05 – Potential long-term winners
10:00 – Surprising pace of AI adoption
10:55 – Leveraging AI in investment processes
12:25 – ESG and ethical concerns
14:00 – Geopolitics and the regulation of AI
22:45 – Economic implications
24:30 – Industry risks and opportunities
27:15 – What does generative AI mean for humanity?
What AI could mean for fixed incomeContinue reading
Seven observations on the latest US/China executive orderContinue reading
What AI could mean for fixed income
Fixed Income Portfolio Manager Brij Khurana details the potential effects of artificial intelligence on the fixed income market.
Seven observations on the latest US/China executive order
Geopolitical Strategist Thomas Mucha shares his analysis of the recent Biden administration executive order, which aims to restrict investment into certain sectors in China, and details the potential investment implications.
Asia Tech: Building the technology for everything, everywhere, all at once
Yash Patodia articulates the investment opportunities within generative AI and mixed reality - two themes that are supercharging the tech industry. He outlines how Asia is the bedrock of the innovation and where he believes the world’s future growth will be.
Thematic investing focus: Cloud-backed AI and enterprise intelligence
Cloud-based computing and artificial intelligence are transforming the way enterprises operate, creating what we believe will be a secular tailwind for companies providing software, machine learning tools, and cybersecurity.
Analysing the bright outlook in Asia tech
Global Industry Analyst Yash Patodia outlines the state of the Asia tech sector today and identifies potential long-term opportunities in this space.
Digital transformation in financial services continues
We highlight the fintech innovations driving the digital transformation and disruption of financial services.