Andrew Groves is joined by Chris Ford, manager of the Sanlam Global Artificial Intelligence Fund, where he's just returned from a research trip to Silicon Valley, USA.
Chris has come back enthused about the scale and speed of AI uptake, galvanised with new ideas on what could go into the portfolio. In this video Chris feeds back on his experience and hints at some new stocks he's got his eye on.
You can also read our
quarterly investment update here.
Important Information: This video is intended for guidance only. All investment views are presented for information only and are not a personal recommendation to buy or sell. Past performance is not a reliable indicator of future returns. Forecasts are not guaranteed and should not be relied upon. The value of investments and any income from them can fall and you may get back less than you invested.