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Aesop or Zeno? AI competition and the economics of staying ahead

Artificial Intelligence (AI) is advancing at remarkable speed, but history suggests that technological leadership does not always translate into lasting economic value. As competitors narrow the gap more quickly, investors need to look beyond headline innovation and ask harder questions about pricing power, returns on capital and the durability of competitive advantages.

  • 4 mins

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Aesop or Zeno? AI competition and the economics of staying ahead

Artificial Intelligence (AI) is advancing at remarkable speed, but history suggests that technological leadership does not always translate into lasting economic value. As competitors narrow the gap more quickly, investors need to look beyond headline innovation and ask harder questions about pricing power, returns on capital and the durability of competitive advantages.
  • Article
  • 4 mins
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The longest race

What can the Tour de France teach us about investing? We explore why patience, discipline and a long-term mindset remain essential in markets increasingly driven by momentum and leverage.
  • Article
  • 4 mins
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Sustainability Report 2025

We are pleased to present FSSA Investment Managers’ Sustainability Report 2025, using case studies to highlight our ongoing engagement with companies.
  • Article
  • 3 mins
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A game of microns

Much of the world has spent the past month watching twenty-two people contest a ball across pitches throughout the North American continent. We have been watching a different contest, played out in Icheon and Pyeongtaek in South Korea, where the field of play is three-quarters of a millimetre high and the trophy is a share of the fastest-growing large market in the world economy.
  • Article
  • 5 mins
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India’s investment boom

Rising household savings, digitalisation and financial literacy are driving rapid expansion of mutual funds in India, unlocking value across the investment ecosystem.
  • Article
  • 6 mins
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China’s innovation revolution

For centuries, Chinese ingenuity reshaped the world. Inventions such as paper, gunpowder, silk, porcelain and the magnetic compass transformed global trade, science and culture. Today, that spirit of innovation is evident in China’s rapid progress in next-generation technologies, from autonomous vehicles to renewable energy and artificial intelligence (AI).
  • Article
  • 6 mins