07 May 2026 | 12:35 pm - 1:05 pm

Navigating the Investment Landscape Breakout: 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. Michael Field and Kenneth Lamont explore how AI is reshaping industries, identify key beneficiaries, and share effective strategies for investing in equities and funds during this transformative era.

Speakers

Image of Mike Field

Mike Field

Morningstar

Chief European Market Strategist

Image of Kenneth Lamont

Kenneth Lamont

Morningstar

Principal, Manager Research, EMEA