Markets Weekly podcast (24 November 2025): AI Outlook 2026: Agents of Productivity

This week’s podcast discusses the key themes of our recently released AI Outlook 2026: Agents of Productivity report, which examines the defining trends, opportunities and risks for AI in the year ahead. Lukas Gehrig, Head of Quant Macro and Thematic Strategy, and Rob Smith, AI and Data Science Strategist, join host Julien Lafargue to answer some of the key questions on investors’ minds. Can the hunger for compute and energy demand be sated? When will AI deliver the much-promised broad productivity gains? And what part will regulation play in the AI rollout?