AI Investing: Franklin Templeton's Jenny Johnson says 'it lasts'

Many investors wonder if the excitement around artificial intelligence is overblown. Jenny Johnson, CEO of Franklin Templeton, has no doubts: for her, it's a solid opportunity. She clearly stated this at the 2026 Milken Institute Asia Summit, speaking with Bloomberg's Haslinda Amin.

According to Johnson, the AI sector isn't a fleeting trend destined to deflate. On the contrary, it represents a pillar for the future growth of the global economy. This means companies investing now could reap benefits for years. Quite a contrast to those fearing a new "dot-com bubble," wouldn't you say?

When it comes to investing, the long term is key to riding out market fluctuations. Johnson suggests that AI has the potential to structurally alter many industries. We're not talking about a gadget, but about infrastructures and processes that will change how we work and live.

Franklin Templeton, led by Jenny Johnson, views artificial intelligence as a durable investment opportunity. Think about automation, personalized medicine, or smart logistics. These are all fields where AI isn't optional, but the foundation for innovation. So, for those with patience, investing in these technologies could offer interesting returns.