As artificial intelligence (AI) moves from buildout to adoption, investors are asking where the next phase of opportunity may emerge. This session will explore the expanding AI value chain, from infrastructure and power demand to robotics, along with other next-generation innovation themes. We’ll also discuss how investors can think about implementation as markets evolve, including thematic ETFs and the growing role of digital assets. Rather than focusing on a single trend, the conversation will connect multiple megaforces reshaping portfolios and creating new sources of growth, risk, and diversification. Join us for a forward-looking discussion on how today’s most powerful investment themes may shape tomorrow’s portfolios.
Lead Strategist for iShares Thematic ETFs
