382: Artificial reality vs. the real world – the economics of AI

L&G Talks Asset Management · Oct 16, 2025 · 16m

How is the mass adoption of AI changing the labour market? Could this technology shift the balance of geopolitical power? And can investors access this theme without increasing concentration risk?

In this week’s episode, three L&G experts share their insights. Our speakers are:

James Carrick, Senior Economist and Strategist

Matthew Rodger, Economist

Andrzej Pioch, Fund Manager

This episode was recorded on 10 October 2025 and is hosted by Harry Brooks, European Content Manager.

Sources:

AI as percentage of US Q1 GDP: L&G calculations, Macrobond, Artificial Analysis, AI spend includes computer…