• Read my latest article for the Australian titled, Why the onward march of AI and the tech titans demands change READ NOW


Investing in the Next Phase of Artificial Intelligence

Investing in the Next Phase of Artificial Intelligence

In recent years, very few developments have captured investors’ imagination and curiosity as much as the emergence of generative artificial intelligence (AI). Explore the transformative impact of AI and the investment opportunities it presents across various sectors globally in Polen Capital’s latest whitepaper. 

Key insights include: 

  • AI is projected to have a transformative impact across nearly every industry in the coming years. Despite the immense long-term market potential, the direction and pace of AI’s evolution are uncertain.  
  • AI is expected to remain a dominant investment theme, but it is too early to determine long-term winners and losers due to many significant challenges and opportunities that lie ahead.  
  • The next phase of AI opportunities is likely to broaden and include innovative companies beyond the tech sector. Additionally, there are promising opportunities outside the U.S., particularly in Europe and Asia, where valuations are more attractive.  
  • With current momentum dominating equity markets and stretched valuations in certain areas, there is a possibility of volatility during the second half of the year.  

Download the full whitepaper here: Investing in the Next Phase of Artificial Intelligence 


Established in 1979, Polen Capital is a high conviction growth investment manager with offices in the US and UK. Polen has been dedicated to serving investors by providing concentrated portfolios of the highest-quality companies for more than three decades. The firm’s established team manages US$71 billion in total assets and their longest-running flagship investment strategy has delivered on average double digit annual returns for more than 30 years.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

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