AI Impact on Swiss Companies and Portfolios

Swiss companies increasingly adopt AI to boost productivity, but limited domestic IT exposure forces investors to seek global diversification in the US and Asia.

Key Takeaways

• 1.Swiss companies view AI as a productivity and competitiveness driver, with 60% of firms already utilizing the technology.
• 2.The Swiss stock market's IT sector is small (<1%), requiring investors to look globally (US, China, South Korea) for AI opportunities.
• 3.Thematic investment should extend beyond AI to include electrification and longevity (healthcare/wealth management).

Table of Contents

• Artificial intelligence is entering Swiss companies – and investors’ portfolios?
• Where does Switzerland stand regarding AI?
• 60% of Swiss companies use AI
• Investors can benefit from new technologies
• Global asset class preferences definitions
• Appendix

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