장 보이빈 블랙록 인베스트먼트 인스티튜트 대표는 AI가 주도하는 기술 랠리와 일본이 위험 자산 측면에서 가장 큰 비중을 차지하는 이유에 대해 논의합니다. 인공지능이 어떻게 작동할지는 “우리가 직업 생활에서 아마도 직면한 가장 큰 불확실성”이라고 보이빈은 말합니다. “큰 문제는 노동력을 대체하는 것이 아니라 얼마나 증가시킬 것인가 하는 것입니다.”
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Jean Boivin, head of BlackRock Investment Institute, discusses the AI-driven tech rally and why Japan is his biggest overweight in terms of risk assets. How artificial intelligence will play out is the “biggest uncertainty we’ve probably faced in my professional life,” Boivin says. “The big question is how much it’s going to be augmenting as opposed to replacing labor.”
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