In our first Investment Insights panel for 2026, Investment Director, Damien Hennessy, sits down with David Steinthal, founder and CIO of L1 Capital International and David Jenkins, Client PM at GQG Partners, to debate the role and positioning of AI in portfolios, informed by their contrasting but insightful perspectives.
Watch this informative discussion as the three discuss:
- AI’s investment proposition: is it a long-term growth story, or an unsustainable bubble?
- whether investors should be concerned about the level of capital expenditure by AI companies
- the circularity within the AI ecosystem where capital is being used to generate more capital
- where the biggest productivity gains are coming from, as the market starts to identify winners and losers, and
- with AI’s uncertain long-term outlook, how much confidence should investors have in predicting how AI could ultimately play out as an investment thematic?
29 minute watch
