Schroeder Investment: Keep an eye on the American market. Technology change will continue.
Johanna Kyrklund, the chief investment director and co-director of Schroeder’s Investment Group, shared an investment perspective on a number of topics, including investment in an unusual year, the use of artificial intelligence, and the possibility of a popularization of the private market. Johanna Kyrklund stated that there was no recession in the US economy in the first half of 2023, that financial markets underestimated the power and impact of fiscal stimulus measures, and that they helped the public.
Another surprising factor in 2023 is the dominance of science and technology in financial markets, including the US. As interest rates will remain at higher levels for longer periods of time, stocks that last longer may perform poorly. At present, the strong cash flow of technology firms, coupled with the enormous growth potential inherent in artificial intelligence, offers additional advantages, making them almost quasi-cash instruments (i.e., highly liquid assets other than cash). Johanna Kyrklund mentions that health care is one of the areas that are clearly affected by artificial intelligence and could have a significant impact on emerging-market countries. In developed countries, people are accustomed to having large resources at their disposal, but for emerging-economy systems, artificial intelligence is expected to bring about dramatic changes in health care.
Throughout the global market, China is the only country in the world that has invested heavily in science and technology, including electric cars, except the US. Schroeder’s investment has been structured around themes, of which science and technology change is a major theme, followed by energy transformation, sustainable food, and water and digital infrastructure, where science and technology and energy balance and balance.
The boundaries between public and private markets are being broken, and the popularization of private assets has to some extent accelerated the process.
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This year, US electric vehicle sales slowed and competition intensified, affecting not only the original equipment manufacturer (OEM), but also suppliers. In this environment, Goldman Sachs downgra
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