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Artificial intelligence (AI)

Showing 10 of 18 Insights Posts
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Executive Summary 2025: Finding opportunity amid uncertainty

In this article, we summarize some of the key findings from our 2025 outlooks, from divergence-driven opportunities to the impacts of AI and beyond.

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event January 2025
3 min
Article
2026-06-06
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Venture capital outlook for 2025: 5 key trends

Our venture capital experts are encouraged by the healthier environment for venture capital in 2025. In this year's outlook, they explore key themes for the year ahead, including: higher deployment, AI, rebounding IPOs, and impacts of the 2024 election.

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event December 2024
7 min
Article
2025-12-31
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AI is hungry: What’s on the menu?

Our technology venture capital experts explore AI’s potential for disruption, highlight potential winners and losers, and dive deep into the innovation’s impact on the software industry.

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event November 2024
9 min
Article
2025-11-30
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Navigating AI resource demands: Strategies for sustainable data center operations

AI's growing computational demands are raising critical questions about energy efficiency and water-resource management. We delve into strategies for enhancing sustainable data center operations, highlighting the importance of proactive resource stewardship.

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event October 2024
10 min
Article
2025-10-31
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AI governance for private companies

Explore the critical need for AI governance for private companies, addressing evolving risks, regulations, and best practices for responsible gen AI usage.

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event July 2024
8 min
Article
2025-07-30
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The AI effect: Time to rethink your technology exposure?

Will AI fulfill the market's high expectations? Will it continue to drive market concentration? Head of Multi-Asset Strategy Adam Berger and Global Industry Analyst Brian Barbetta, co-head of our Technology team, discuss the outlook and the asset allocation implications.

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event July 2024
7 min
Article
2025-07-31
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Thematic investing focus: how exactly will AI transform the world?

We are on the brink of a technological revolution that has major implications for all sectors, companies, labour, and regulators. How can a thematic lens help investors separate hype from reality?

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event July 2024
8 min
Article
2025-06-30
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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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event June 2024
4 min
Article
2025-04-30
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Hyper-personalization and the AI-driven commerce revolution

A member of our early-stage venture team explores the many ways in which artificial intelligence is likely to transform the consumer experience.

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event March 2024
Article
2025-03-31
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Macro implications of the AI revolution: is the market right?

Macro Strategist John Butler sets out an initial framework to help answer key questions about the potential macro impact of artificial intelligence.

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event November 2023
Article
2024-11-30
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