385: Are we in an AI boom or bubble?

Update: 2025-11-13

Description

A trio of L&G investment experts recently recorded a webinar to discuss the wide-ranging implications of artificial intelligence (AI) for investors.

Advances in AI are continuing to dominate headlines – and reshape the investment landscape. In our webinar a panel of experts discussed the implications of the technology for investors, from the near-term market trajectory to its impact on economic growth and infrastructure spending.

The event was hosted by Laura Brown, Head of Public Markets Distribution, and featured the following speakers:

Jason Shoup, Chief Investment Officer, Asset Management, L&G America, and Co-Head of Global Fixed Income

Christopher Jeffery, Head of Macro Strategy

Matteo Colombo, Managing Director Digital Infrastructure Investing – Private Markets Investments

All data sourced from Bloomberg as at 7 November unless otherwise stated.

Securities mentioned for illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an L&G portfolio. The above information does not constitute a recommendation to buy or sell any security. It should be noted that diversification is no guarantee against a loss in a declining market.