Description
In this podcast, Edmund Shing, Global Chief Investment Officer, and Jeremy Fasquelle discuss our investment strategy for March 2026.
Following a 2025 marked by sharp sectoral performance divergence, AI continues to reshape investment trends, creating clear winners (semiconductors, energy infrastructure) and struggling sectors (software, insurance). Yet, despite these contrasts, investors are struggling to adopt a balanced strategy to capitalize on this transformation.
Which sectors benefit most from the AI revolution, and why?
Why do investors overreact to tech announcements ?
Which "picks and shovels" assets (infrastructure, metals, energy) provide indirect, less volatile exposure to AI?
How are banks and insurers impacted differently by AI, and what opportunities arise from this?
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