Beyond AI: Other Technology Trends
Listen now
Description
Today on the podcast, Equity Analyst Michael Vogel discusses the importance of analyzing technological shifts beyond artificial intelligence and how these shifts can impact non-tech companies in the portfolio. Michael emphasizes the cultural approach to holding views lightly and shares examples of how the Research team navigates these changes.
Key Points From This Episode:
- Tech changes, non-tech companies adapting, potential shifts
- Image sensors improve, and Kodak sales rise steadily
- Electric cars and gas stations coexist profitably
- Positive impact of legal software and AI
- Analyzing investment matrix, tech shifts, and shared research
Links:
Mawer Investment Management
More Episodes
In this episode, Mawer portfolio managers and analysts discuss what they fundamentally look for in a bank as an investment. Specifically, how they view banks and the industry trends, as well as local dynamics, and ultimately what makes each of these businesses both unique and attractive. David...
Published 11/06/24
Published 11/06/24
In this episode, Peter Lampert, lead portfolio manager of the International Equity Strategy, discusses the recent Chinese stimulus and its effects on emerging markets. He highlights key long-term risks in China, including weak sentiment, regulatory challenges, and geopolitical tensions, while...
Published 10/23/24
Links
Genres
Artwork or description wrong?
Request an update »
Updates may take a few minutes.
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.
