Counterpoint Global Insights

AI Boom Drives Thematic Investment

Counterpoint Global Insights

Februar 11, 2026

Counterpoint Global Insights

AI Boom Drives Thematic Investment

Februar 11, 2026

Feb 2026

Stan DeLaney, Disruptive Change Researcher for Counterpoint Global delves into how the accelerating boom in artificial intelligence is reshaping global megatrends and redefining thematic investment opportunities. Drawing on insights highlighted at Morgan Stanley’s 2025 Thematic Conference, he unpacks AI’s expanding influence across industries and explores where transformative structural changes may spark the next wave of long term investment potential.

Das Counterpoint Global Team ist bestrebt, langfristige Investitionen in einzigartige Unternehmen zu tätigen, deren Marktwert aus fundamentalen Gründen deutlich steigen kann. Ihre Portfolios sind in der Regel konzentriert und unterscheiden sich von ihren Benchmarks. Das Team besteht aus 26 Personen, darunter 16 Investment-Profis und zwei Disruptive Change-Forscher. Die Kultur des Teams fördert Zusammenarbeit, Kreativität, eine kontinuierliche Entwicklung und differenziertes Denken.

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