CCLA's Helen Luong: How AI might affect your stock picks

Business model disruption

clock • 4 min read

If you have wondered how AI could affect your portfolio, you are certainly not alone. Since its launch, ChatGPT has now amassed 180 million users and is a chatbot that can understand and produce human-like content.

The quality of the output has driven substantial interest in the underlying technologies of Generative Artificial Intelligence (GenAI). The question is whether this is a paradigm shift similar to the iPhone moment, causing similar disruption in business models. JEMI's Omar Negyal: Emerging markets are well positioned to support AI boom Just as Amazon, Google and Facebook arrived after the birth of the internet and Uber and AirBnB sprang from the iPhone, there is likely to be a GenAI "killer app" being developed by Silicon Valley even as you read this article. As investors,...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now


Already an Investment Week


More on Technology