Morten Springborg, Global Thematic Specialist, explores the next phase of the AI race, from China closing the gap with the US to the rise of humanoid robots. With markets heavily concentrated around AI, he asks whether today’s massive investments can deliver the returns investors expect.

The unilateral focus on solar and wind as substitutes for fossil fuels is insufficient to decarbonize the world. We also need to invest in other energy sources, including nuclear power. That's the view, in particular, of C WorldWide's Thematic Specialist Morten Springborg.

Morten Springborg, Thematic Specialist, shares our thoughts and insights on the implications for the long-term investor, and what areas of the equity markets and what countries will benefit the most from the growth of the intelligent tangible economy.