Conviction Equities
Concentrated and fundamentally driven high-conviction equity portfolios managed by four teams specialized in emerging markets, impact investing, thematic investing, and Switzerland.
Webinar replay - AI investment landscape is evolving beyond mega-cap technology companies
Conviction Equities Boutique
In this webinar, our experts explored how the AI investment landscape is evolving beyond a concentrated group of mega-cap technology companies, as value creation increasingly spreads across a broader ecosystem.
- How AI and the energy transition are becoming interconnected, driving demand for electrification, grid modernization, and energy infrastructure
- Where key bottlenecks are emerging and how scarcity can create attractive investment opportunities
- The role of critical materials, not only for data centers but also for the power generation and electrification required to support AI adoption
- How investors can broaden AI exposure across the full value chain, reducing concentration risk while accessing multiple long-term growth drivers
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