{"id":3407,"date":"2025-11-01T08:00:56","date_gmt":"2025-11-01T08:00:56","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/evansfamilywealth\/?p=3407"},"modified":"2025-11-03T16:33:45","modified_gmt":"2025-11-03T16:33:45","slug":"ai-investment-opportunities","status":"publish","type":"post","link":"https:\/\/advisor.wellington-altus.ca\/evansfamilywealth\/ai-investment-opportunities\/","title":{"rendered":"Good News! AI is Building the Next Industrial Revolution"},"content":{"rendered":"

From Railroads to AI: History Rhymes<\/span><\/h2>\n

In our recent client luncheon, Glen referenced the buildout of the railway in the 1880\u2019s to the growth of artificial intelligence (AI). Our Chief Market Strategist, James Thorne, evokes similar imagery and also addresses the question of whether AI is a \u201cbubble\u201d. Here\u2019s a key quote from Jim that underscore\u2019s Glen\u2019s conclusion:<\/p>\n

\u201cForget the bubble nonsense. AI is nowhere near overhyped. At 1.5 per cent of GDP, it\u2019s only getting started. Railroad CapEx in the 1800s peaked at six per cent of GDP and reshaped the world but AI is scaling with an even loftier ambition.\u201d<\/p><\/blockquote>\n

The Accumulation Phase: Where Smart Investors Look Now<\/span><\/h2>\n

Glen also agrees with Jim about the opportunity ahead for investors: \u201cSo what\u2019s the play? This isn\u2019t the bubble stage; it\u2019s the accumulation phase. The window remains open to acquire scalable bets in energy infrastructure, chip foundries, power utilities, and data pipelines before their full value is priced in.\u201d<\/p>\n

The Takeaway: Investing in Tomorrow’s Infrastructure<\/span><\/h2>\n

The whole 5-minute read is worth your time. You can check it out here: November Market Insights: Wealth In A Capex Supercycle – Wellington-Altus<\/a><\/p>\n

We’ve also included a video from Jim below:<\/p>\n