US EditionArtificial Intelligence is reshaping investment portfolios
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Artificial intelligence is changing business models and entire industries, and investors have naturally turned their attention to names like Microsoft, Google, and Nvidia. But beyond these giants, there is an entire ecosystem of companies that are quietly shaping the future of AI and can offer investors...
Artificial Intelligence is reshaping investment portfolios
With a new financial year comes the chance to reset and consider if there’s any reason to expect forces shaping the previous year to fade away. The process might even throw up a completely new interpretation of what’s going on, as it has for me. This article was first published in The Australian on 3 July 2025. Between bipolar U.S. foreign and domestic policy shifts, trade tensions and geopolitical upheaval, investors might feel the world’s been…
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