The AI edge

Cool, calm and AI-exposed

Often beneath the radar, high-quality businesses are quietly positioned to benefit from AI, with resilience and staying power.

12 Sept 2025

5 minutes

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Sangeeth Sewnath
Elias Erickson
Will Nott

AI exposure doesn’t have to mean chasing volatile tech stocks or betting on unproven growth stories. In this episode, Ninety One’s investment team highlights a quieter path: investing in enduring businesses that are already benefiting from AI in meaningful, measurable ways.

These companies may not make headlines - but with strong balance sheets, stable earnings, and long-term moats, they meet the hallmarks of quality investing while offering exposure to one of the most transformative forces in the global economy.

Authored by

Sangeeth Sewnath
Managing Director, Americas
Elias Erickson
Portfolio Manager
Will Nott
Portfolio Manager

The AI edge

In this series, Ninety One’s global investment teams uncover four underappreciated ways investors can position their portfolios for long-term, AI-driven growth - starting now.

View the series
AI
AI
12 Sept 2025

The AI edge: investing beyond the headlines

In this series, Ninety One’s global investment teams uncover four underappreciated ways investors can position portfolios for long-term, AI-driven growth.

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