‘Happening at the speed of light’: AI’s impact on portfolios and advice
Jennison’s Mark Baribeau outlines a three-phase AI cycle reshaping markets. Dispersion between the winners and losers will widen – and flexibility will be critical.
#datacentres
Why I am overweight in US assets
The US economy continues to surge ahead, driven by AI investments, resilient corporate growth, and strategic monetary policy.
AI’s energy appetite to spark global capacity expansion
The increased use of AI will demand a major build-out of data centres and greatly increase electricity consumption.
