Download the full report: The Rise of AI

This digital report has provided a snapshot of a new report entitled The Rise of AI that has been produced by the Liontrust Global Innovation team. The full version of the report provides a detailed analysis of the future of AI and its potential impact on the technology sector and investors.

  • The team explains why they believe we are at the beginning of a brand-new cycle of technology and innovation which is being driven by artificial intelligence (AI).
  • World-leading economist and AI expert Professor Joshua Gans looks at the economics of AI, how it impacts the way we work and the best strategies for companies.
  • What are the questions investors are asking? From the risks of investing in technology to the metrics we look for when investing in companies, we have these covered.
  • We highlight the statistics that demonstrate the rationale behind investing in technology companies, from fundamentals, to the best returns and overall performance.
  • We take a closer look at how the team invests in AI through the lens of a four-tiered technology stack, from infrastructure to applications, and examine what this means in practice.
  • From growth to profit – increasing numbers of companies are refocusing their business models on profitable growth after years of growth at all costs, including household names such as Airbnb and Uber.
  • What will the coming impact of AI be? The team looks at developments in healthcare and hears from experts at healthcare and technologies companies Moderna and Recursion.
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Download the full report:
The Rise of AI

This report covers the new technology and innovation cycle being driven by the rise of Artificial Intelligence, includes views from experts in the field and tackles some key questions from investors on future opportunities.