July 2023

What are the key themes you are looking at the moment?

The main themes that are dominating the market in our view is what effect AI/ML will have on companies going forward, as well as IT demand given the macro-backdrop. Although demand has reduced in the last year, and vendors are having to work much harder to maintain growth, it has not fallen off a cliff, which is good news.

What are the main issues PLCs should be thinking about at the moment?

We think PLCs have to retain a relentless focus on governance. Investors’ attention to it has increased in the last few years and its likely to continue to rise going forward. This is also true of Environmental and Social.

What has been the most interesting thing you’ve read/watched recently?

The most interesting thing I have watched recently was an interview we did with an expert speaker who worked at Google for nine years as product manager for Google AI, Brain and LaMDA, its large language model competitor to OpenAI. It was an eye-opening insight to the pace of development and implications for the industry and all companies.

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Please note: The views and opinions expressed in this interview are those of the individual financial professional(s) and do not necessarily reflect the views or opinions of Alma Strategic. These insights are provided for informational purposes only and may not be relevant at the time of reading, as market conditions can change rapidly. The information provided should not be construed as investment advice or a recommendation to buy, sell, or hold any financial product or security. Individuals should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Alma Strategic disclaims any responsibility for the accuracy or completeness of the information provided in this interview.