AI Boom: 4 Stocks and a Portfolio Tilt to Set You Up for the AI Boom
Australian Financial Review
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Details
- Date Published
- 16 June 2025
- Priority Score
- 1
- Australian
- Yes
- Created
- 17 June 2025, 04:09 pm
Description
Vanguard global chief economist Joe Davis has devised a portfolio that capitalises on the megatrends of the next decade.
Summary
The article explores investment strategies around the anticipated growth in artificial intelligence, as discussed by Vanguard's global chief economist, Joe Davis. The focus is on how AI and related megatrends will influence investment portfolios over the next decade. While emphasizing potential economic impacts, the article does not directly address AI's existential or catastrophic risks. Its primary relevance is in financial investment, rather than AI safety or policy. Although the analysis contributes to understanding AI's role in economic development, it falls short of a direct engagement with global or Australian AI safety policy concerns.
Body
WealthInvestingPrint articleDaniel ArbonDeputy newsletter editorJun 18, 2025 – 5.00amSaveLog inorSubscribeto save articleShareCopy linkCopiedEmailLinkedInTwitterFacebookCopy linkCopiedShare via...Gift this articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber?LoginArtificial intelligence may soon be everywhere – except in the portfolios of the best-performing investors.That is the counterintuitive thesis offered by Vanguard global chief economist Joe Davis in his new book,Coming into View: How AI and other megatrends will shape your investments.Loading...Daniel Arbonis deputy newsletter editor for The Australian Financial Review. Email Daniel at daniel.arbon@nine.com.auSaveLog inorSubscribeto save articleShareCopy linkCopiedEmailLinkedInTwitterFacebookCopy linkCopiedShare via...Gift this articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber?LoginLicense articleFollow the topics, people and companies that matter to you.Find out moreRead MoreInvestingSmart InvestorAIFetching latest articlesVapes are knock-off cigarettes. Fashion insiders should know betterLauren SamsThe top whisky you can buy without going on a waiting listThe luxury travel trend you probably haven’t consideredForget WFH – what it’s really like to ‘work from anywhere’Rachael BoltonThe US governance model taking over Australian boardroomsThis CEO wakes at 5am, but doesn’t get in to work till 10amWe thought we’d bought Premier League tickets. Here’s what happenedJulia FederThe blood test that could help supercharge your healthWhy you’re seeing cutting-edge art when checking into high-end hotelsFederal Court date looms for Iren crypto brosSarah Thompson, Kanika Sood and Emma RapaportBillionaires Escalante and Arnaout taking liberties with ASICCinema giant flags part-sale of Sydney’s George Street complex