In this podcast, Edmund Shing, Global Chief Investment Officer, examines whether the rapid rise of Artificial Intelligence represents the beginning of a long-term technology revolution or the emergence of an investment bubble, discussing how investors can position their portfolios to benefit from the AI megatrend while maintaining adequate diversification.

• Is artificial intelligence set to transform the way we live and work?

• Can hyperscalers sustain their massive investments in AI?

• AI semiconductors: lasting opportunity or signs of an earnings bubble?

• How can investors gain exposure to the AI revolution today?

• Beyond AI: where should investors look to diversify their portfolios?

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