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Experts
October 8, 2025

Syconvictions - October 2025


Pierre-Alexis Dumont
Head of investment

The frenzy around AI, combined with the proven adaptability of companies, have continued to fuel earnings growth across US equity markets. As was the case during the rise of Internet, the only question is how far and how fast AI will spread. The signals are all positive.

AI is spreading throughout the corporate world and is enabling significant productivity gains, though admittedly in limited areas. Examples include shorter processing times for insurance claims (by several hours or even days), or shorter R&D time for certain phases of drug development. And there is more. The effects are multiplied as AI extends geographically.



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Syconvictions - October 2025

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