AI is the New Macro
August 30 2023

AI is the New Macro

20 min read

William Priest, CFA, Executive Chairman, Co-Chief Investment Officer and Portfolio Manager, TD Epoch; Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch

Generative AI is destined to be the key driver of equity markets over the next decade or so. Part I of our four part series identifies four key areas that could be impacted – labor, productivity, sector concentration and free cash flow generation – and dives deeper into the first.

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