Ignore the 'AI Revolution' at Your Own Peril, Investors Warn
What investing opportunities does Apollo Global Management see in AI?
Apollo Global Management sees an investing opportunity at the intersection of the energy transition and AI infrastructure. The company believes that the combination of these sectors requires trillions of dollars in spending over the long term and is well-positioned to allocate those investments. Apollo has already provided financing to semiconductor firm Wolfspeed Inc. and participated in a recent deal with Intel Corp.
How might an invasion of Taiwan impact global stock markets?
An invasion of Taiwan could significantly impact global stock markets due to its central role in the global semiconductor industry. Disruptions to production and supply chains could lead to severe economic consequences, affecting major industries such as automotive, electronics, and computing. This could result in a sharp decline in global trade and trigger a sell-off in stocks, particularly in companies with dependencies in China and Taiwan.
For how long has Man Group been incorporating AI into their operations?
Man Group has been incorporating AI into their operations for at least a decade, according to CEO Robyn Grew. The London-based firm, which manages roughly $175.7 billion, has doubled its assets under management since 2016 without increasing its headcount in operations, thanks to the use of AI.