Current macro-economic headwinds are having little negative impact on the extent to which businesses are investing in automation and artificial intelligence (A&AI) capabilities, explains Xuesong Zhao. Instead, we are reaching an inflection point for A&AI, with adoption growing rapidly as more businesses recognise the benefits of these technologies.

Xuesong explains how the Polar Capital Automation & Artificial Intelligence Fund is positioned to benefit from structural growth areas, outweighing any short-term pain that may be caused by an economic slowdown. As the Fund approaches its five-year anniversary, he also reflects on how the A&AI investment theme looks set to evolve from here.