AI & Metaverse. Capture the next technological revolution.
Artificial intelligence (AI) has the potential to touch every sector, industry and business function – which could create diverse and unprecedented opportunities for long-term investors.
What is the AI revolution?
Why consider investing in AI?
AI isn’t just another technology trend, nor is it a new phenomenon; its origins date back at least as far as the 1950s. Today, two key elements of accelerated computing and data are expected to empower its modern journey.
Increasingly powerful computing capabilities are fuelling AI with the vast amounts of data required to learn, make decisions, undertake sophisticated pattern recognition, and generate insights. Generative AI can rapidly create new material at scale, based on a given set of training data.
These abilities are underpinned by natural language processing (NLP) technology which enables machines to understand human language, and produce comparable dialogue and text. Meanwhile, cloud computing capabilities further democratise access to AI by offering services to build, manage, deploy and access AI applications in the cloud.
AI’s disruptive potential could extend to many diverse industries – agriculture, transportation, energy, education, retail, cybersecurity, healthcare manufacturing, financials, entertainment and more.
We believe the AI revolution offers our clients the opportunity to capture one of the most important investment themes of our generation.
Our strategy
Our AI & Metaverse strategy is formed of a holistic, two-pronged approach. This is designed to offer diversified exposure across disruptive technology opportunities:
Enablers
Semiconductors - Providing the power and intelligence that will fuel the accelerated computing era.
Infrastructure - building blocks that enable AI are being assembled – computing, storage, networking and infrastructure software.
Applications
Consumer - consumer applications transforming everyday experiences: personalised recommendations and content curation, virtual assistants and chatbots, intelligent home and smart devices, augmented reality and immersive experiences
Enterprise Applications are driving business innovation: predictive analytics, streamline process and improve efficiency, digital twins and immersive professional tools, cybersecurity
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Our strategy invests in long-term growth opportunities across the already sizeable – and expanding - range of companies leading the next wave of technological innovation with the potential to shape our daily lives.
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Investment opportunities within AI comprise of a wide range of companies leading the next wave of technological innovation, in an area with the potential to shape our daily lives.
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Our strategies cover the whole spectrum, from traditional to alternatives, and bespoke solutions for institutional clients.
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Risk Warning
Investment in equities involves risks including the loss of capital and some specific risks such as counterparty risk, derivatives, geopolitical risk and volatility risk. Some strategies may also involve leverage, which may increase the effect of market movements on the portfolio and may result in significant risk of losses. The value of your investment and the income from it may rise or fall and you may not get back the amount originally invested.
Disclaimer
This promotional communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.
Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.