Is AI’s bubble about to burst?

Developments and investment in artificial intelligence (AI) are transforming the global economy. The concern for investors is whether this AI growth could lead to a repeat of the dot-com bubble. In this interview, Jens Peers, CIO of Mirova US and Portfolio Manager of the Mirova Global Sustainable Equity Strategy, highlights their similarities, but also discusses the key differences in today’s tech giants. Read the full interview for Jens’ insights on: • Overinflated tech valuations and managing the investment risks associated with AI • The four long-term transitions that are impacting...