Tracing our history to 1928, Wellington Management is one of the largest independent investment management firms in the world. We serve as a trusted adviser for institutions in more than 60 countries.
Generative AI: Separating hype from opportunity
The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
By: Thomas Mucha, Geopolitical Strategist, Brian Barbetta, Global Industry Analyst, Michael Masdea, Co-Head, Risk & Investment Science
Two of Wellington's tech experts join host Thomas Mucha to discuss the rapidly evolving artificial intelligence (AI) landscape and separate hype from reality, highlighting everything from the industries most likely to be impacted to AI's geopolitical implications.
Key topics:
2:45 – What is generative AI?
5:00 – Artificial intelligence investment opportunities
7:05 – Potential long-term winners
10:00 – Surprising pace of AI adoption
10:55 – Leveraging AI in investment processes
12:25 – ESG and ethical concerns
14:00 – Geopolitics and the regulation of AI
22:45 – Economic implications
24:30 – Industry risks and opportunities
27:15 – What does generative AI mean for humanity?