Rethink Perspectives replay: AI, an existential revolution?

With fluctuating economic policies, investors must navigate an increasingly complex landscape: 

• The US economy continues to outperform, driven by strong consumer spending and ongoing momentum in tech investments. 
• In Europe, new investment plans – particularly in Germany – are shaping growth prospects, while inflation and trade policies remain key concerns. 
• AI represents a fundamental shift in intelligence itself. It is transforming industries, labour markets, and geopolitics, creating both opportunities and challenges for investors. 

In this discussion, our experts explore key market trends, long-term strategies for building resilient portfolios, and AI’s trajectory — from its evolution and applications to its impact on global competition.

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Lombard Odier’s Global Chief Economist, Samy Chaar, unpacks the shifting global economic landscape – from the US’s robustness to Europe’s growth prospects – and how portfolio diversification, including private assets, can strengthen investment strategies.

Alexandre Pouget, Professor in Basic Neuroscience at the University of Geneva, explores the evolution of AI. From its brain-inspired architecture and recent breakthroughs to its ethical considerations and regulatory challenges, he explores why AI is more than a technological revolution – it’s an existential one.