Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
The rapid advances in Generative AI platforms such as ChatGPT have left investors scrambling to get investment exposure.
We discuss some of the ways to get exposure to this emerging technological theme.
Hardware - more computing power and network bandwidth will be needed to meet the demands of the AI boom
Nvidia, AMD, Intel, TSMC, Arista Networks
Tech giants are expanding AI applications
Google, Microsoft, Meta (Apple lagging)
Software offerings are being modernized by AI
C3.AI, Adobe, Shutterstock, Dynatrace, Palantir, Snowflake
Chinese players
Tencent, Alibaba, Baidu
Japanese players have been leaders in the robotics space. Could they repeat that with AI?
Keyence, FANUC, Omron, SMC
ETFs
Global X Robotics & Artificial Intelligence ETF (BOTZ)
iShares Robotics and Artificial Intelligence ETF (IRBO)
European investors could consider WisdomTree Artificial Intelligence UCITS ETF (WTAI)
Risks and Challenges
Too early in the game
Regulation
Ethical
Getting on the artificial intelligence (AI) bandwagon has been top of mind for every investor. We discuss some of the ways to get exposure to this emerging technology below.
You can also check out Saxo’s artificial intelligence equity theme basket for more inspiration.