Shows
TCW Investment PerspectivesThe Real AI ROI: Fact or Fiction?Artificial Intelligence (AI) is transforming industries, but where’s the return on investment? TCW’s Michael Reilly, Bo Fifer, and Evan Feagans dive into the gap between sky-high expectations and what’s really driving the growth of AI stocks. From the summer’s tech selloff to their view on fundamentals, they explore what is driving the next phase of growth. Tune in to discover whether AI’s ROI is already here —or if it’s still on the horizon.
2024-09-2315 minTCW Investment PerspectivesIs It Too Late to Start Investing in AI?The market had a historically strong year in 2023, fueled to a large degree by tech stocks and Artificial Intelligence stocks in particular. AI is continuing to attract a lot of attention as an investment theme– leaving some wondering if 2024 is too late to start investing in the theme. In the latest episode of the TCW Investment Perspectives Podcast, Michael Reilly, Chief Investment Officer of TCW’s Equities Group & Director of Equity Research, discusses with Bo Fifer and Evan Feagans, Co-Portfolio Managers for the TCW Global Artificial Intelligence Equity Fund the rise in AI stocks and identifying opportunities as the sect...
2024-04-1918 minTCW Investment PerspectivesWill AI Revolutionize Sustainability?Cindy Paladines and Evan Feagans discuss the prospects and sustainability challenges associated with AI and how this technology will continue to influence sectors, regulations, and sustainable investment themes.
2023-07-1014 min