Podcast: Are We in an AI Boom or Bubble?

Advances in artificial intelligence (AI) are continuing to dominate headlines—and reshape the investment landscape. A trio of L&G investment experts recently recorded a webinar to discuss the wide-ranging implications of AI for investors, from the near-term market trajectory to its impact on economic growth and infrastructure spending.

The event was hosted by Laura Brown, L&G – Asset Management’s Head of Public Markets Distribution, and featured the following speakers:

• Jason Shoup, Chief Investment Officer, L&G – Asset Management, America, and Co-Head of Global Fixed Income
• Christopher Jeffery, Head of Macro Strategy, L&G – Asset Management
• Matteo Colombo, Managing Director Digital Infrastructure Investing – Private Markets Investments, L&G – Asset Management

Disclosures

Legal & General Investment Management America, Inc. (d/b/a L&G – Asset Management, America) (“LGIMA”, “LGIM America”) is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). LGIMA provides investment advisory services to U.S. clients. L&G’s asset management division more broadly—and the non-LGIMA affiliates that comprise it—are not registered as investment advisers with the SEC and do not independently provide investment advice to U.S. clients. Registration with the SEC does not imply any level of skill or training.

The material in this presentation regarding L&G – Asset Management, America is confidential, intended solely for the person to whom it has been delivered and may not be reproduced or distributed. The material provided is for informational purposes only as a one-on-one presentation and is not intended as a solicitation to buy or sell any securities or other financial instruments or to provide any investment advice or service. Where applicable, offers or solicitations will be made only by means of the appropriate Fund’s confidential offering documents, including related subscription documents (collectively, the “Offering Materials”) that will be furnished to prospective investors. Before making an investment decision, investors are advised to carefully review the Offering Materials, and to consult with their tax, financial and legal advisors. L&G – Asset Management, America does not guarantee the timeliness, sequence, accuracy or completeness of information included. The information contained in this presentation, including, without limitation, forward looking statements, portfolio construction and parameters, markets and instruments traded, and strategies employed, reflects L&G – Asset Management, America’s views as of the date hereof and may be changed in response to L&G – Asset Management, America’s perception of changing market conditions, or otherwise, without further notice to you. Accordingly, the information herein should not be relied on in making any investment decision, as an investment always carries with it the risk of loss and the vulnerability to changing economic, market or political conditions, including but not limited to changes in interest rates, issuer, credit and inflation risk, foreign exchange rates, securities prices, market indexes, operational or financial conditions of companies or other factors. Past performance should not be taken as an indication or guarantee of future performance and no representation, express or implied, is made regarding future performance or that L&G – Asset Management, America’s investment or risk management process will be successful. 

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