Premium Investment Service (October 2023)

The Big Shifts – Mark II 

For our October update, we follow up on our ‘big shift’ analysis from September, in looking at different themes driving ‘regime shift’ across asset classes.

Big Shift No. 4: Is AI the Next GPT?
General Purpose Technologies (GPTs) are the tectonic plates of the global economy. When they shift, dramatic things happen. So far in modern economic history there have been six GPTs – waterpower, steam power, steel making, electricity, the internal combustion engine, and the microchip. Maybe, biotech will prove to be the next GPT?..  

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