1 October 2026

AI is changing the world

That doesn’t mean everyone will make money

AI adoption is already occurring at a speed rarely seen in economic history. For equity investors, the question is no longer whether AI will transform the economy, but who will ultimately capture the economic value and generate attractive returns. While the AI revolution is real, the economics are considerably less straightforward than current market enthusiasm and valuations suggest.

In our latest Market Musings paper, we examine why investors should look beyond the obvious AI winners and what previous technology booms can teach us about long-term returns. Read the full article to explore the opportunities, risks and broader investment implications of the AI revolution.

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Disclaimer
Van Lanschot Kempen Investment Management NV (VLK Investment Management) is licensed as a manager of various UCITS and AIFs and authorised to provide investment services and as such is subject to supervision by the Netherlands Authority for the Financial Markets. This document is for information purposes only and provides insufficient information for an investment decision. It does not constitute investment advice, an investment recommendation, research, or an invitation to buy or sell any financial instruments, and should not be interpreted as such. The views expressed in this document are those of VLK Investment Management at the time of publication and may be subject to change without notice.

Il y a un dicton en néerlandais, Kom verder, qui ui signifie beaucoup de choses, et c'est notre philosophie d'entreprise. Il reflète la façon dont nous travaillons avec nos clients, mais aussi la manière dont nous dirigeons nos entreprises participantes pour créer de la valeur pour les actionnaires grâce à un engagement actif.

Risque de perte en capital. La valeur des investissements et des revenus qui en découlent peut évoluer à la hausse comme à la baisse. Les investisseurs sont susceptibles de ne pas récupérer l’intégralité de leur investissement initial. Les performances passées ne présagent pas des performances futures et ne sont pas constantes dans le temps.