Identifying investment opportunities in AI
I wrote this market insights piece for Advisor.ca based on a conversation with Robertson Velez, a portfolio manager at CIBC Asset Management, for the AdvisorToGo podcast series. Velez laid out where he sees real, durable opportunity in the AI boom — productivity tools, search, and infrastructure — while cautioning against the short-term hype that's sunk investors in past tech cycles like the dot-com era.
The piece distills a longer expert conversation into a tight, actionable briefing for financial advisors trying to help clients think past the noise. It's a good example of translating a specialist conversation into something a busy, non-specialist reader can act on quickly.
