For its fourth annual “Global Investor Survey,” PwC queried 345 global investors and analysts in September 2024 across various regions, asset classes, and investment approaches. The goal was to understand respondents’ expectations for the companies they invest in and cover and their views on risks and technology, including generative AI.
Thirty-six percent of respondents replied the companies they own or cover are “highly” or “extremely” exposed to geopolitical conflict and cyber risk.
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Investors emphasized the importance of companies adapting business models. Technological change was the top priority, followed by government regulation, shifts in customer preferences, and supply chain instability.
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Generative AI will drive significant performance gains without compromising employees’ roles, according to the respondents. Sixty-six percent expect the companies they invest in to achieve productivity boosts from AI within the next year, while 63% foresee revenue growth and 62% predict increased profitability.
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Moreover, the data also shows that investors are more inclined to view AI as an opportunity rather than a challenge.
