This episode explores the investment opportunities arising from the rapid rise of Artificial Intelligence. Martin Frandsen from Principal Global Investors shares insights on which companies are positioned to create the most value in the evolving AI landscape.
In this presentation from the Finanzmesse 2025, Martin Frandsen, Portfolio Manager Global Equities at Principal Global Investors, discusses the transformative potential of Artificial Intelligence. While AI adoption promises widespread disruption similar to the internet’s impact, not all companies will benefit equally. The talk provides a nuanced view on identifying clear winners and key sectors likely to profit from AI innovations and the expansion of AI infrastructure over the coming decade.
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