Two Resource Grabs Reshaping Markets Modern Mercantilism And Ai

Research & Insights Two Resource Grabs Reshaping Markets: Modern Mercantilism and AI By Greg Jensen Jim Haskel In an excerpt from our Q1 CIO call, Co-CIO Greg Jensen describes how modern mercantilism and AI are driving two accelerating resource grabs—and what that means for investors navigating today's environment. Greg walks through the evolution of modern mercantilism and the weaponization of strategic choke points, then turns to AI—explaining why the science bet is paying off, what he's calling an inflection point in software disruption, and why compute demand is now outpacing supply in ways that will require rationing. All investing involves risk, including loss of principal; please see important disclosures and other information.