Nico Katzke, Head of Portfolio Solutions at Satrix*, and AJ Ziegler, CFA, Product Strategist for Sector and Thematic equity strategies at BlackRock discuss the future of AI and where the opportunities lie.

And the future of AI? It's a friend, not a foe, enhancing efficiency and job evolution. Listen to the recording for a glimpse into the potential of AI beyond 2025.

 

These are some of the topics they discussed:

  • Will AI regulation and possible legal challenges pose an existential threat to AI’s rise?
  • Bootstrapping intelligence – can training on human input data produce above human capabilities?
  • The AI rush: when will mid- and small-caps enter the chat?
  • Other sectors & opportunities that have been flying under the radar.
  • Don’t be a YAC (Yet Another Company). Making it in an AI dominated world will require being different.

 

Watch the Recording:

Don't have time to watch the full video? See our LinkedIn channel for a series of shorter videos. You can also view these here - be sure to follow our channel for more engaging content.

About IndexMore:

IndexMore is an educational collaboration between Satrix, South Africa’s leading index manager and BlackRock’s iShares, one of the largest ETF providers globally. Our purpose is to provide appropriate and targeted content to the South African investor which leverages the skills and insights of both ETF providers.

 

About iShares

iShares unlocks opportunity across markets to meet the evolving needs of investors. With more than twenty years of experience, a global line-up of 1400+ exchange traded funds (ETFs) and $3.5 trillion in assets under management as at December 31, 2023, iShares continues to drive progress for the financial industry. iShares funds are powered by the expert portfolio and risk management of BlackRock.

 

Watch our Series of Satrix IndexMore Macro Insight Video Clips Here:
 

Can AI bootstrap Itself into exceeding human capability?

Nico Katzke, Head of Portfolio Solutions at Satrix*, and AJ Ziegler, CFA, Product Strategist at BlackRock bring exclusive insights and perspective on the gradual advancement of AI, the role of synthetic data in algorithm training, and the intricate dynamics surrounding AI investment opportunities. Don't miss their insights and deep dive into the future of technology and finance! #OwnTheMarket    

Watch the video to find out more. 

Tech is defined by disruption and innovation. The winners of tomorrow, are rarely the winners of today.

Nico Katzke, Head of Portfolio Solutions at Satrix*, and  AJ Ziegler, CFA, Product Strategist at BlackRock, share insights on the global tech investment landscape. They explore the potential that still exists for investors, the increasing differentiation among leading companies, and why, despite significant growth, tech valuations remain appealing.  #OwnTheMarket    

Watch the video to find out more. 

The tricky part of tech investing is that the higher up the tech stack you get, the lower the barrier to entry will likely be.

Hosted by Nico Katzke, Head of Portfolio Solutions at Satrix*,  AJ Ziegler, CFA, Product Strategist at BlackRock shares his views on how global tech should be viewed as a stacked opportunity – with different layers that each have their own unique opportunity set. #OwnTheMarket

Watch the video to find out more.

To make it in tech, you can’t be a YAC (Yet Another Company)

Are you wondering about the future of tech investment? Listen to Nico KatzkeHead of Portfolio Solutions at Satrix*, and  AJ Ziegler, CFA, Product Strategist at BlackRock to discover BlackRock’s perspective on whether mega-caps will maintain their tech dominance or if mid- and small-caps will step into the spotlight. #OwnTheMarket

Watch the video to find out more.

FinTech, in aggregate, looks attractive at current valuations.

Join Nico KatzkeHead of Portfolio Solutions at Satrix*, and  AJ Ziegler, CFA, Product Strategist at BlackRock to hear BlackRock’s views on opportunities in healthcare and fintech on the back of possible efficiency gains from AI’s adoption across these sectors. #OwnTheMarket

Watch the video to find out more.

AI can be your friend in the future.

What is the future of AI post-2025? Nico Katzke, Head of Portfolio Solutions at Satrix*, and  AJ Ziegler, CFA, Product Strategist at BlackRock, discuss the future of AI, and whether it is it time to be afraid or excited about AI's evolution?

Watch the video to find out more.

 

*Satrix is a division of Sanlam Investment Management.

Disclosure

Satrix Investments (Pty) Ltd is an approved FSP in terms of the Financial Advisory and Intermediary Services Act (FAIS). The information does not constitute advice as contemplated in FAIS. Use or rely on this information at your own risk. Consult your Financial Adviser before making an investment decision.

 While every effort has been made to ensure the reasonableness and accuracy of the information contained in this document (“the information”), the FSPs, their shareholders, subsidiaries, clients, agents, officers and employees do not make any representations or warranties regarding the accuracy or suitability of the information and shall not be held responsible and disclaims all liability for any loss, liability and damage whatsoever suffered as a result of or which may be attributable, directly or indirectly, to any use of or reliance upon the information.