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Overreaction or a Structural Reset?
The software sector has entered a period of sharp volatility as investors grapple with a critical question: is the recent selloff a panic-driven overreaction, or the early stages of a deeper repricing as AI reshapes the Software-as-a-Service model?
In this recorded webinar, Nuveen's investment experts examine what's happening beneath the surface – as AI agents commoditize code, weaken UI lock-in, and intensify competition with implications across equity and credit markets.
Key highlights from the discussion:
- Market shift from winners to losers
Markets are transitioning from identifying AI winners to understanding what will be disrupted, starting with digital businesses and moving to physical operations over the next 12-18 months. - Infrastructure layer advantage
Data infrastructure companies may appear better positioned than application software, which faces heightened disruption risks from lower-cost AI development. - The selectivity advantage with an active approach
With potentially trillions of dollars in capital impairment across sectors and industries, and widening dispersion between winners and losers, active selection becomes increasingly critical.
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