An AI development race to build and commercialize new capabilities and tools has fired up tech investment and capital expenditures across industries.
Technological disruption across industries is creating compelling opportunities for investors looking for longer-term portfolio growth potential. (UBS)
CIO thinks this will unlock new value across a number of sectors, and they expect thematic investments aimed at technology disruption to outperform their benchmarks in the medium to long term.
The AI application and investment rush is a powerful new narrative for tech.
But the story is broader, with more reasons than just AI to be constructive on tech.
So, we build exposure and position for technological disruption across industries
Did you know?
Investment view
We have raised the global and US information technology sectors to neutral from least preferred. Thematic investing along the lines of technology disruption could drive outperformance versus benchmarks in the medium to long term.
Main contributors – Jon Gordon, Sundeep Gantori
Original report – How can I benefit from tech disruption?, 18 September 2023.
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