Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
Podcast: AI’s victors, vulnerabilities and value
The AI investment story is evolving beyond today's market leaders. This podcast takes a wide-ranging view of the ramifications of the technology for investors.
Economist Matthew Rodger and Portfolio Manager in our Active Equities team Ewan Bowerbank discuss whether open-source models could change where value accrues, the growing importance of energy and infrastructure, and how geopolitics and regulation could shape AI's next phase.
They explore what this means for investors, including the case for diversification across the AI ecosystem, managing valuation risk and identifying potential beneficiaries beyond technology.
You can listen on Apple, Audioboom or Spotify.
This podcast is hosted by Sarka Halas, Content Manager - Multi-Asset, and was recorded on 21 September 2026.
All data is sourced from Bloomberg as of 21 September 2026 unless otherwise stated.
For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only.
Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecast will come to pass.
It should be noted that diversification is no guarantee against a loss in a declining market.
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