How to position in AI through private markets?
Artificial intelligence is the tech theme of the decade, in our view. We see solid investment opportunities across all three AI layers—enabling, intelligence, and application.
While our strong investment case for AI in public markets remains intact, there are also interesting diversification opportunities through private markets due to broadening AI adoption and spending trends.
While we recommend our actively managed “AI” portfolio for public markets, we see broad-based private AI opportunities in venture capital (VC), private equity (PE), and real assets (RA) with a focus on large language models, software applications, and data centers.
