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

Mike Field
Morningstar
Chief European Market Strategist

Kenneth Lamont
Morningstar
Principal, Manager Research, EMEA