Sarah Ketterer
speaker
355 appearances
1 recordings
1 series
first heard Jul 2026
last heard 6 Jul
Sarah Ketterer’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
It's using that time freed up where you're not entering the quarter's earnings into your spreadsheet, but the AI is doing it, your clawed add-in or whatever the tool is.
How else is the analyst using that freed up time?
Is he or she thinking more about the assumptions, really testing the model?
Going back to the notes and thinking again about where they might have been wrong, taking a step back and thinking more about structural change and how this company, what could come out of left field?
Being one's own devil's advocate.
And the AI can help with that too, interestingly.
But that's the higher level thinking that we want and we are promoting.
Well, I'm glad you asked because we, for every sector globally, have done a deep dive into how we believe they will be impacted by AI.
This was quite an endeavor.
We did this fundamentally and our quant colleagues observed the process and the output.
But what we found is for many, there are some structural changes that are going to be quite significant and then others, there's a lot of upside.
Let's go to healthcare to start.
We have a number of pharmaceutical companies in the portfolio, and now we're adding more medical technology because they've been left out in the cold in this huge AI-driven rally.
But their ability to innovate, their ability to, in the case of pharmaceuticals, discover new molecules, advance them through the clinical trial process more quickly, efficiency, lower cost, that could be given that patent lives remain the same.
That means more years out in the marketplace and less in development.
That's a profit booster.
So we're hard-pressed to see how there'll be some sort of mysterious AI entity that will develop drugs.
Pharmaceutical business is very laborious and involves a lot of interaction with the health authorities, and clinical trials are carefully scripted.
And then being able to target patients with AI in advance of doing trials so that they are the
They are the right individuals for that particular drug.
Showing 61–80 of 355 · page 4 of 18
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