02 Nov 2023 1 min read

Podcast: What AI means for investors


In our latest CIO call, we discuss the implications for investors of artificial intelligence, the technology ushering in a new industrial revolution.


The explosive launch of ChatGPT in late 2022 highlighted the immense potential of generative AI.

During this episode, Sonja Laud, LGIM’s CIO; Aanand Venkatramanan, Head of ETFs, EMEA; and Robert White, Fund Manager within our Active Strategies team, discuss:

  • The companies most likely to benefit from AI – and those that have the most to lose
  • How AI might disrupt the asset management industry
  • The ‘enabler’ sectors at the forefront of the AI ecosystem
  • The broader market outlook, in light of further weakness in risk assets, rising yields and the tragic conflict in the Middle East

You call listen on Apple Podcasts, Spotify and AudioBoom.

This podcast accompanies the publication of our CIO autumn update, An AI inflection point, which contains investment insights from teams across LGIM. It was recorded on 31 October and is moderated by Max Julius, Head of Content.


LGIM contributors