The AI inflection point, with Martin Romo

Given the broader equity market leadership today following technology’s decade of dominance, how should investors think about the once-mighty tech sector? Equity portfolio manager Martin Romo finds that the pace of innovation is only increasing, and that artificial intelligence in particular has reached an inflection point. Still in its infancy, AI is following in the footsteps of mobile and the cloud in the impact it’s having on industries, companies and products. Listen as Martin shares the opportunities he’s finding in battered, but not broken, tech stocks. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

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Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world’s largest investment management organizations. Each week we’ll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. Capital Client Group, Inc. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies. For full disclosures go to capitalgroup.com/global-disclosures.