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Generative AI may have enthused investors, but it's only a subplot in the much grander story of the technology sector's transformation.
By Anjali BASTIANPILLAI,Senior Client Portfolio Manager Pictet Asset Managment
Childrens' homework, social media posts, magazine articles, books – ChatGPT can apparently do it all. The emergence of generative artificial intelligence (AI) has certainly captured the public imagination and revitalised investor enthusiasm for technology stocks. But the truth is that it is only one – admittedly bright – star in the ever-expanding digital universe. By focusing only on generative AI, investors risk missing out on a wealth of other opportunities.
Having managed technology-focused thematic equity...
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