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AI is one of the megatrends in investing

AI has been in the headlines for a long time, as it influences everything from human behaviour to economic growth. It is already transforming how we do things – from the way we search for information to how we shop.

“AI has had an increasing impact on the stock market in recent years. Investors have had to consider whether various sectors and companies stand to benefit from the opportunities created by AI or suffer from the challenges ahead,” says Antti Saari, Chief Financial Analyst at Nordea.

“Of course, not all companies will benefit from this transformation. Overall, however, it offers investors more opportunities than concerns – especially if their portfolio includes companies at the forefront of the trend, with an appropriate weighting,” Saari adds.

Different categories of AI investments

AI investments can be grouped into three categories: companies that enable AI, companies that build AI and companies that benefit from it.

Enablers

AI enablers are businesses that build the foundation for broader adoption of AI. These companies provide the hardware and software infrastructure needed to deploy AI solutions.

They include chip manufacturers, such as Nvidia, as well as data centres and leading AI developers. 

Builders

These companies build AI into their products and services. They are mainly software vendors, such as Microsoft and Adobe, which have proprietary data, strong business insight and sufficient resources. They know how to leverage AI in a way that creates real value to customers and added value for the business. 

Beneficiaries

These companies use AI to enhance growth or improve operational efficiency, such as the logistics company UPS. 

AI can help them, for example, to improve engagement or complex logistics operations or to enhance employee productivity.

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Diversify your risk with Nordea’s AI fund

We have launched an AI fund in collaboration with Sands Capital.

  • The Nordea Global AI Innovators Fund invests in all areas of artificial intelligence, including enablers, builders and beneficiaries.
  • The fund’s investments are geographically diversified across the US, Europe and Asia.
  • The portfolio is actively managed to reflect changes in market conditions.

The Nordea Global AI Innovators Fund offers an opportunity to invest in the long-term growth potential of AI through global megatrends. Its diversified structure helps reduce the risks associated with individual stocks and allows you to benefit from the development of the AI theme without the need to monitor investments or markets on a daily basis.

Discover the fund

How to invest in the AI fund in Nordea Mobile and Netbank

  1. Go to “Savings and investments” and select “Monthly savings”.
  2. Select “New monthly savings” and then “New fund savings”. Search for “Nordea Global AI”.
  3. Select the amount and confirm your order.

Read more and invest

Opportunities and risks of investing in AI

As with any type of investing, investing in AI involves both opportunities and risks.

Opportunities

  • In Nordea’s view, the AI market is growing rapidly and is expected to expand even further in the years ahead.
  • AI affects a wide range of sectors, which makes it possible to diversify investments.
  • Businesses that use AI effectively often grow faster than their competitors.

Risks

  • Many AI companies are valued based on their future potential rather than current profits. This can lead to significant price volatility.
  • New AI regulation may affect how companies are allowed to use the technology, which could impact their growth and profitability.
  • Technology giants dominate the market with multi-billion investments, which may limit the success potential of smaller companies.

Frequently asked questions about investing in AI

Important information about investing

The information provided on this website is intended as general product information only and does not constitute investment advice or recommendations. The return on your investment may fluctuate, and you may lose some or all of your capital. Past performance is not a guarantee of future results. We recommend that you read the fund’s Key Investor Information Document before making any investment decisions. This page contains marketing content.

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