Generative AI – Our Thoughts on Investment and Macro Implications

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This information is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. You should obtain relevant and specific professional advice before making any decision to enter into an investment transaction.

Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. Investments are not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other governmental agency. Prospectuses and offering documents should be read thoroughly before investing. No representation is made that any client will or is likely to achieve its objectives, that the strategies, investment process or risk management referenced in the information provided will be successful, or that any client will, or is likely to, make any profit, or will not suffer losses, including loss of principal. Past performance is no guarantee of future results.

Opinions regarding the suitability of investment approaches, including risk allocations and other portfolio decisions, are not tailored to any specific client, do not constitute recommendations, and are solely provided to facilitate discussion. Individual investor portfolios are constructed based on the individual’s financial resources, investment goals, risk tolerance, investment time horizon, tax situation and other relevant factors.

Any statements, assertions or the like (collectively, “Statements”) regarding prior or future market or other events, or views about investing, are based upon AlTi’s beliefs, which may not reflect those of the firm as a whole, unless the information provided includes the source(s) with respect to such Statements. Additionally, AlTi Affiliate RIAs may pursue investment strategies for clients that do not reflect or contradict the beliefs set forth in any Statement at any time, including at the time of publication. The Statements involve inherent risks and uncertainties, both general and specific, many of which cannot be predicted or quantified and are beyond the control of AlTi. Future evidence and actual results could differ materially from those set forth in, contemplated by, or underlying these Statements, which reflect AlTi’s beliefs at the time of publication and are subject to change. In light of these risks and uncertainties, there can be no assurance that these statements will prove to be accurate in any way.

Information given herein is believed to be reliable, but AlTi does not warrant to its completeness or accuracy, nor does AlTi assume any obligation to update or revise such information. Certain information has been provided by and/or is based on third-party sources and, although believed to be reliable, has not been independently verified and AlTi is not responsible for third-party errors.