Data centers, life sciences, logistics, and retail warehousing will likely benefit the most from AI adoption in the near- to intermediate-term. This is the conclusion of a recent analysis by Principal Asset Management.
“From smart buildings to warehouse robotics, AI has the potential to shift occupational demand and reshape the way properties are developed, operated, and valued,” explains Daniel Tomaselli, Manager, Global Research at Principal. According to Tomaselli, the implications of AI adoption are profound and far-reaching, with varying impacts across different real estate sectors. However, it will have its winners and losers.
Read the full insight here.
Read more
US Election
Trump 2.0 – What investors need to know now
Trump’s return to the presidency signals a mix of opportunities for US equities but raises global economic uncertainties.
Bellevue Asset Management
Demographics and AI drive MedTech stocks
MedTech investment case: What makes it attractive, which trends stand out?
Asia Equity
Why invest in Asia equity long/short now?
Investing in Asia has undergone significant changes in recent years. It might be the time for a different approach.
KKR
Multi-asset credit – the ‘all-weather’ strategy
Allocation to a multi-asset-credit strategy could optimise and manage risk dynamically.