AI in a new phase: From capacity to concrete use – what does this mean for you as an investor?
The AI revolution is now entering a new phase – from building capacity to creating concrete use and measurable value. In this webinar from DNB Technology, we will look at what this shift could mean for the technology sector and where we believe the most interesting investment opportunities may lie in the future.
The technology sector has accounted for a large part of global productivity growth for many years, providing good returns to investors in the sector.
Now, the valuations of several of the largest companies, including the so-called "Magnificent Seven," have come down, while earnings growth remains strong. What does this mean for expectations going forward – and for how we build the portfolio?
Portfolio manager Marius Wennersten shares how the fund has navigated the market, what changes have been made in the portfolio, and how he assesses the outlook moving forward. The webinar is led as usual by Marius Brun Haugen.
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