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.

Read the article (PDF)Discover our high dividend strategy

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.

Kom verder, het zijn maar twee woorden, met veel verschillende betekenissen. Het is onze bedrijfsfilosofie. Het weerspiegelt de manier waarop we met onze klanten samenwerken en de manier waarop we in gesprek gaan met de bedrijven waarin we investeren om zo aandeelhouderswaarde te creëren door middel van actieve engagements.

Beleggen brengt risico's met zich mee, u kunt uw inleg verliezen. De waarde van uw beleggingen is mede afhankelijk van de ontwikkelingen op de financiële markten. In het verleden behaalde resultaten bieden geen garantie voor de toekomst.