An unprecedented situation in global equity markets

European equities have not kept pace with the US during 2023’s AI-driven boom in growth stocks, but is there a more promising longer-term outlook that might present an attractive entry point?

Carmine de Franco, Head of Research and ESG at Ossiam, takes a deep dive into the AI revolution, exploring where it has come from and where it might lead.

The AI tech megacaps have distorted the market and created investment opportunities that active managers can capitalise on.