We have broad exposure and are well-positioned in our portfolios to leading companies exploiting AI technology. The question is: When will AI repeat the pattern of internet development in terms of earnings growth?
Jim Hagemann Snabe, Chair of the Supervisory Board of Siemens AG, Chair of the Board of Directors of Northvolt and Member of the Board of C3 AI, shares his views of the 2020's from a leadership perspective.
History shows that high-quality companies typically perform well when global economic growth slows. Even recessions come to an end, and then it’s good to be in a position that has a longer-term perspective.
The need to improve general public health in Asia creates good investment opportunities. Especially improvements related to the environment and air pollution offer multi-year growth potential.
”Reversion to the mean” is viewed by many as a natural law. But the story of humanity is one of long-term progress.