Top of the Morning: CIO Strategy Snapshot - UBS House View
UBS On-Air: Market Moves
00:00
Exploring the Impact of Artificial Intelligence on Equity Returns and Investment Strategies
Exploring the impact of AI on stock market returns, focusing on key tech players and the three layers of AI valuation (enabling, intelligence, application) for investors. Emphasizing the significance of investing in the AI narrative, with a lean towards enabling technologies for optimal valuations, growth, and competitive advantage.
Play episode from 05:46
Transcript
