2018 Connectivity

AI: Manufacturing and Employment Disruption

Olga Bitel, Partner
Global Equity

While considered ordinary technologies today, the automobile, electricity, and the internet all drastically changed processes and ushered in new eras of economic growth. Artificial intelligence (AI) is on the cusp of being another transformative technology—one...

China Rising: An E-Commerce Story

Vivian Lin Thurston, CFA, Partner
Global Equity

The conventional perception of China’s economy is that it’s driven by manufacturing and other old-world industries. But this view doesn’t capture the remarkable advancements in innovation coming out of the country. While this spirit of...

Applying AI to Traditional Industries

Kurt Wiese, CFA, Partner
U.S. Equity

When people think of artificial intelligence (AI) and machine learning, images of autonomous driving, virtual reality, and other high-tech, start-up–dominated fields that didn’t exist a decade ago typically come to mind. However, in our continuous...

AI Redefines Healthcare

Olga Bitel, Partner
Global Equity

Over the long run, innovation and productivity gains are the primary drivers of economic growth. While recent economic statistics have been devoid of productivity gains, we believe that artificial intelligence (AI) and machine learning more...

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