293: What AI means for investors

The explosive launch of ChatGPT in late 2022 highlighted the immense potential of artificial intelligence. In our latest CIO call, we discuss the implications for investors from the technology ushering in a new industrial revolution.

During the episode, Sonja Laud, LGIM’s CIO, is joined by Aanand Venkatramanan, Head of ETFs, EMEA; and Robert White, Fund Manager within our Active Strategies team. The panel also discuss:

• The companies most likely to benefit – and that have the most to lose
• How AI might disrupt the asset management industry
• The ‘enabler’ sectors at the forefront of the AI ecosystem
• The broader market outlook, in light of further weakness in risk assets, rising yields and the tragic conflict in the Middle East

This podcast accompanies the publication of our CIO autumn update, An AI inflection point, which contains investment insights on the technology from teams across LGIM. It was recorded on 31 October and is moderated by Max Julius, Head of Content.

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For professional investors only. Capital at risk.