Watch and listen as the Polaris’ investment team details important macroeconomic trends in evidence in 2023, including the proliferation of artificial intelligence (AI) and advances in South Korea and China. An in-depth discussion also highlighted Federal Reserve moves, wage inflation and how 2024 will be dominated by interest rate moves. The entire investment team participated in the fireside chat, with portfolio managers and analysts answering audience questions.
For more on our views of artificial intelligence, please read the January 2024 blog from Ken Kim, AI: CAPITALIZING ON THE HYPE.
Listen to the Polaris presenters in the PowerPoint presentation below. Please allow a few minutes for loading the document, as it is a comprehensive multi-slide, multi-media presentation. We look forward to your feedback about global stocks picked in 2023!
Interested in listening to other recent seminars? Check out 2022, 2021 and 2020 here.
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