Investment Insights
October 31 2023

AI is the New Macro Part II: An AI Powered Productivity Boom

25 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

Part II of our series examines productivity, which has been the primary determinant of our prosperity and welfare. In turn, since at least Gutenberg, technologies like AI have been the critical driver of productivity.