Identifying opportunities from the rise of Artificial Intelligence (EN)

In this presentation from the Finanzmesse 2025, Martin Frandsen,
Portfolio Manager Global Equities at Principal Global Investors,
discusses the transformative potential of Artificial
Intelligence. While AI adoption promises widespread disruption
similar to the internet’s impact, not all companies will benefit
equally. The talk provides a nuanced view on identifying clear
winners and key sectors likely to profit from AI innovations and
the expansion of AI infrastructure over the coming decade.


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Disclaimer


DE: Der Inhalt dieser Folge dient der allgemeinen Information und
ist keine Empfehlung zum Kauf oder zur Veräusserung bestimmter
Finanzinstrumente. Alle Angaben sind ohne Gewähr und es handelt
sich nicht um Anlageberatung.


 


EN: The content of this episode is for general information
purposes only and does not constitute a recommendation to buy or
sell specific financial instruments. All information is provided
without guarantee and does not constitute investment advice.