Responsabile della ricerca di prossima generazione
• Visione
Agentic AI and the AI economy
AI is changing what markets reward as well as how investors work. The AI hardware rally has become a major driver of performance, particularly through companies linked to semiconductors, memory, servers, digital infrastructure and supply chains.
This is especially relevant for emerging markets, where parts of the technology ecosystem have played an important role in recent performance. The key investment question is whether the opportunity remains concentrated in a few large names, or is broadening into second-order beneficiaries.
Authors
Top keywords
Esplora l’IA agenziale in cinque temi chiave della gestione patrimoniale
Investire nell’IA: Ritorno a scuola
L’IA agentica nell’asset management
Gli asset manager si stanno spostando oltre gli strumenti basati sull’IA generativa, dirigendosi verso sistemi di IA agentica in grado di supportare i flussi di lavoro, monitorare le attività e assistere nell’esecuzione di azioni predefinite.
