Impax Asset Management Group is positioned to benefit should concerns about an AI-driven bubble trigger a sudden shift away from Big Tech, its chief executive said.

The $35 billion money manager, which targets low-carbon, sustainable investment strategies from its base in London, is already “seeing signs that those benefits are coming through,” CEO Ian Simm said in an interview.

The risk of a bubble building inside the tech giants driving artificial intelligence is a recurring theme in conversations among investors these days, Simm said. That’s as hundreds of billions of dollars get channeled into technology whose ability to generate sustained profits is still largely untested. For now, though, fear of missing out has fanned stunning valuation gains, prompting speculation that Nvidia Cor

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