How this fund attempts to capitalise on AI winners
This episode takes a deep dive into the artificial intelligence theme.
12th December 2024 09:10
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This episode takes a deep dive into the artificial intelligence (AI) theme. To discuss the topic, Kyle is joined by Chris Ford, manager of the Sanlam Global Artificial Intelligence fund.
Ford explains how the theme has broadened since the fund launched in 2017, how he picks potential AI winners, and why he has four of the so-called Magnificent Seven among the top 10 holdings: NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Amazon.com Inc (NASDAQ:AMZN) and Alphabet Inc Class A (NASDAQ:GOOGL). Ford also makes the case for active management versus gaining exposure to AI via an index fund or ETF.Â
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On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news.
Kyle Caldwell is funds and investment education editor at interactive investor.
These articles are provided for information purposes only. Â Occasionally, an opinion about whether to buy or sell a specific investment may be provided by third parties. Â The content is not intended to be a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy as it is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives. The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser.
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