June 17, 2026 | 9:30 AM - 10:20 AM

AI in 2026: Winners, Losers, and Investment Strategies

AI remains a dominant investment theme in 2026, with infrastructure spending set to rise by 60% to over half a trillion dollars. Kenneth Lamont explores how AI is reshaping industries, identify key beneficiaries, and shares effective strategies for investing in equities and funds during this transformative era.

Speakers

Image of Kenneth Lamont

Kenneth Lamont

Morningstar

Principal, Manager Research, EMEA