Post by SEB

A new investment supercycle is taking shape – driven by AI and what what researchers call the fifth industrial revolution, where AI and digital technologies transform production, infrastructure and society. ➡️ Growth is likely to come in waves, as different sectors enter rapid expansion. ➡️ Unlike past cycles led by US tech, the next phase may favour physical industries – from clean energy to defence and mining – where Europe is better positioned. Read more: https://lnkd.in/eQdg-6sH