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Disruption

Showing 2 of 2 Insights Posts
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Artificial intelligence (AI) Disruption Machine learning Global Industry Research Equity Information technology Asia tech Automation Article Thematic exposure
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Beyond the hype: finding AI’s long-term winners

Our expert argues that a long-term mindset based on deep research can help to uncover evolving AI investment opportunities amid the hype.

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By

Brian Barbetta

event June 2024
4 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Thematic exposure Equity Disruption Brand Active management Sustainability Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

A theme is not an index

Portfolio Manager Dáire Dunne and Investment Director Andrew Sharp-Paul discuss the case for active thematic investing and highlight the importance of avoiding so-called "theme-washing."

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By

Dáire Dunne, CFA

Andrew Sharp-Paul

event January 2023
Article
2023-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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