EPISODE · Feb 16, 2026 · 12 MIN
Macro Monday Ep104: When AI becomes a risk
from Investec Focus Radio SA · host Investec
While US earnings have been strong, more and more companies are seeing artificial intelligence (AI) as a risk, rather than an opportunity, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, that while there’s been a selloff in sectors likely to be disrupted by increased AI deployment. Investec Focus Radio SA
What this episode covers
While US earnings have been strong, more and more companies are seeing artificial intelligence (AI) as a risk, rather than an opportunity, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, that while there’s been a selloff in sectors likely to be disrupted by increased AI deployment.
NOW PLAYING
Macro Monday Ep104: When AI becomes a risk
No transcript for this episode yet