Most investors are glued to developed markets for AI exposure, but Coutts’ Joe Aylott makes a punchy case for emerging markets as the breakout play. He explains why structural resilience has set the stage for emerging economies to benefit directly from the AI CapEx wave, and why volatility shouldn’t scare you off.

Chapters

• 03:51 Positioning and Emerging Markets Focus
• 09:16 AI, Productivity, and Investment Implications