Artificial intelligence (AI) has emerged as the dominant force influencing institution’s investment strategies, according to Nuveen’s sixth annual EQuilibrium Global Institutional Investor survey.
The study questioned 800 institutions from 30 countries, with 63 percent of respondents identifying AI as the biggest megatrend impacting their decisions over the next five years. Energy transition ranks second at 40 percent, followed by deglobalisation at 36 percent.
Nuveen’s research — which reflects the views of some of the world’s largest investors, particularly in private markets — shows an unprecedented institutional engagement with AI. 96 percent of institutions participating in the survey said they are actively investing in AI-related opportunities. Three-quarters believe AI will create a profound increase in economic productivity over the next decade. Investors are directing capital toward cloud infrastructure, computing power and chips, AI model and soft
