End of easy money means beginning of productivity improvements
AItodrive productivity and margin expansion over time
Companies have faced rising cost pressures as they emerged from the short-lived COVID downturn. The price of raw materials, labor and money has all risen but there are positives that come with this changing dynamic-companies are forced to focus on efficiency. Savita Subramanian believeswe are at the forefront of a productivity boom driven partly by AI but also corporate necessity. Savita points out that the pace of margin deterioration has slowed since 1Q23 and she expects to see stabilizing margins going forward. A.I. helps growth and tech but also should help efficiency leaders in less efficient sectors.
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