Asset TV: Winterflood Panel Session on Generative AI
18 Apr 2023
Rapid advances in artificial intelligence have dominated headlines and moved markets. Following our thematic report on ‘Generative’ AI published on 5 April (read here), we convened an investment trust panel to discuss the investment impact and outlook, in partnership with AssetTV.
Watch the video here
Participants:
Mike Seidenberg, Allianz Technology Trust* (ATT)
Nick Williams, Analyst, Polar Capital Technology Trust (PCT) and Polar Capital Artificial Intelligence Fund
Mark Sheppard, Manager, Manchester & London Investment Trust (MNL)
Duration: 45 minutes
Topics include: Semiconductors [from 6:40 mark], Search [15:23], Cloud & Enterprise Software [23:22], Cybersecurity [35:30] and Digital Infrastructure [40:30]
Related research
Feature / thematic