‼️ Sharing my full report from the excellent All-In Summit last month.... 🌎 The deep mistrust of Washington DC elites at last year’s event has been replaced by a new sense of optimism over the future, as the policy agenda under President Trump has been significantly re-aligned in favour of many of the attendees at the Summit.   What was clear is how advances in technology are enabling those companies already with the users, the data and the best models to outcompete potential new competition and most importantly in the eyes of many in the US administration, to outdo China. To keep ahead, the US needs to rapidly expand its access to energy production and markets to secure supply and ensure US consumers are protected from higher utility bills and provide a positive narrative around AI rather than a doom loop of job displacement concerns.   Although we are faced with many global challenges, the optimism and excitement that these CEOs generated at the Summit was inspiring, with many companies now leveraging advances in AI into their businesses and we are in a new technological era that will bring many benefits to society. 📢 For investors, there will be winners and losers - welcome to a golden era for stock pickers! 💡 #AllinSummit2025 #animalspirits #AllthingsAI #JMFinn #ActiveInvesting

The buzz around artificial intelligence is fueling growth in technology stocks, but concerns about inflated valuations are rising. Our AB equity portfolio managers share their insights on the AI-driven tech boom.

🔍 Liquidity, AI and what LPs are watching next At the Private Markets North America Investor Summit, leaders across the industry explored what’s driving optimism after years of limited distributions and why AI is dominating every conversation. From liquidity pressures to the social and operational impact of emerging tech, the discussions revealed where investors see both risk and opportunity ahead. 🎥 Watch the recap from New Private Markets editor Toby Mitchenall. ➡️ See more insights on New Private Markets: https://okt.to/VkO2LC #NPMInvestorSummit2025

Liam Healy, CEO of FE fundinfo, delivered a keynote yesterday at The Investment Association's Funds Symposium 2025, attended by senior leaders from across the investment industry. In his address, Liam highlighted the urgent need for transformation, driven by generational wealth transfer, regulatory change, market consolidation and advances in technology. While change presents challenges, the opportunity is substantial, particularly in wealth management and distribution. Liam outlined practical steps firms can take: review operational expenses, align distribution strategies and explore AI tools to improve efficiency. “Run toward the challenge. Believe in the possibility of change, and your role in driving it.” Many thanks to The Investment Association for an insightful and forward-thinking event. ➡️ Find out more about how FE fundinfo can help you drive change: https://hubs.ly/Q03PGhPC0 #IAFundsSymposium #FEfundinfo #InvestmentIndustry #Transformation #AIinFinance #WealthManagement

The lines between industries are blurring fast.    AI, the energy transition, and other megatrends are reorganizing the global economy around essential human needs—how we feed, move, make, and power the world. For private capital, this convergence is a once-in-a-generation opportunity. The investors who reframe from sectors to domains and orchestrate ecosystems—across infrastructure, technology, and services—will be the ones shaping the next wave of value creation.    I'm pleased to share our latest article, "Private capital at a crossroads", which explores the power of industry convergence on the new investment playbook -- and offers five principles to help investors play offense in this new landscape.    A big thanks to my co-authors Duncan Cox, Clara Cutajar and Josh Smigel for their insights and collaboration.  👉 Read the article here: https://pwc.to/3WhsJmF      #PrivateEquity #PrivateCapital #PrivateMarkets #IndustryConvergence #IndustryEdge #ValueInMotion #PwC #PwCDeals 

In a world where value is shifting rapidly and industries are converging around human needs, private capital investors can deploy significant dry powder to shape the ecosystems emerging in the global economy. Insightful PwC article "Private capital at a crossroads" offers five principles to guide action. Read: https://pwc.to/43B5ckq

Nature-based risk is financial risk, and it’s reshaping business as we know it 🌿 Helene Li, CEO & Co-Founder of GoImpact Capital Partners, explains how climate risk is already exposing vulnerabilities in global supply chains, from semiconductor manufacturing in Taiwan to agriculture and logistics across ASEAN. As physical assets lose value and investors demand resilience, nature-based solutions are emerging as both a safeguard and an opportunity. 🔗 Read it on: https://lnkd.in/gz6JX2Jd #e27Community #Sustainability #ClimateResilience #ImpactInvesting

"A majority of technologies don't have equity value in listed capital markets." Visiting Asia, Christopher Seilern, Senior Financial Analyst at Pictet Wealth Management, explains that investors need to look deeper into AI's downstream impact for alpha opportunities, and to sort through the noise to find technologies which have actual investable value. #TraveltoPictetAsia #Technology #AI #Investing #PictetAsia

In this episode, portfolio manager Peter Lampert discusses the evolving landscape of international equities, with a special focus on the portfolio’s exposure to AI enablers—companies powering the semiconductor supply chain, from power supply units to memory makers. Lampert explains the importance of distinguishing between firms merely riding the AI investment wave and those whose competitive positions are fundamentally strengthening as a result. The conversation also explores attractive valuations outside the U.S., the growing role of Japanese companies amid governance reforms and IT modernization, and the need for careful risk management as AI adoption and global trends unfold. Listen now: https://ow.ly/cCMV50XnmBN