Columbia Threadneedle Investments·2026-06-26·via All Articles on Seeking Alpha
Summary
We believe the next wave of AI winners will be companies applying tools to discrete, measurable workflows where productivity gains can be proven, sustained and scaled.
Evidence suggests AI can drive meaningful productivity gains in coding and back-office functions.
There is increasing visibility into returns from AI investment, but the benefits are not universal.
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By Tiffany Wade & David Goodman
Our recent research trip reinforced a shift in the artificial intelligence (AI) conversation. The question is no longer whether these tools can create value, but which companies can implement them effectively enough to