Artificial intelligence (AI) is driving profound changes in financial services. AI-powered automation can streamline operations, enhancing productivity and lowering costs significantly. It could also add a new channel of returns for banks and insurers adopting AI, says Guy de Blonay, Investment Manager in the Financial Equities team of Jupiter Asset Management.
“What’s most interesting to me as an investor in financial equities is that I believe these businesses will be able to monetise the savings and productivity gains from AI, potentially adding an entirely new channel of returns that is unrelated to the economic cycle and that could support a rerating of shares,” he explains.
However, besides all the promising benefits, there are also ethical concerns and regulatory changes to address, de Blonay points out.
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