NEC Webinar, ‘The AI Transformation: What’s Next for the Economy and Markets’ with Stephanie Aliaga, Global Market Strategist, Asset Management Market Insights Team, JP Morgan 

Date: Thursday, December 18th

Time: 12pm to 1pm ET

Location:  Zoom

AI is fueling the largest wave of corporate investment since the internet boom. Businesses are racing to adopt AI solutions, while markets are grappling with how to price extraordinary promise alongside significant risk. Mega-cap tech names now command historic shares of market capitalization and earnings growth, but valuations leave little room for disappointment. Investors, analysts and policymakers are asking whether the AI race has materialized in a bubble, and where new opportunities and vulnerabilities may lie. The technology’s impact on labor markets is also coming into focus, raising questions about job displacement, new skill requirements, and wage dynamics. This webinar will unpack the advancement of AI, exploring its numerous economic impacts and discussing where investment opportunities may go from here.

Please Note: The link to the webinar will come in the ticket email you receive after registration. If you do not receive a ticket email or the event link by 11am the day of the event, please contact the NEC for that or any other questions at manager@national-economists.org.

About our Speaker:

Stephanie Aliaga is a Global Market Strategist on the J.P. Morgan Asset Management Market Insights Team based out of New York.

In this role, Stephanie provides valuable insight and perspective on the global economy and markets to institutional and retail clients. Stephanie’s research has focused on the U.S. economy and structural investment themes, such as artificial intelligence. She is a key contributor to the Guide to the Markets, On the Minds of Investors blog, and serves on the committee that produces the Long-Term Capital Market Assumptions underpinning J.P. Morgan’s strategic asset allocation process.

She graduated from the Wharton School of Business at the University of Pennsylvania with a Bachelor of Science degree in Economics.