Thematic Investing in 2024: AI and What Else?
Автор: Morningstar Hong Kong & Singapore
Загружено: 2023-12-12
Просмотров: 228
Описание:
In 2023, with artificial intelligence taking center stage, the question arises: will this trend persist? Kate Lin from Morningstar engages in a conversation with Steve Wreford, a portfolio manager at Lazard Asset Management, discussing what investors can anticipate from AI and technology stocks, and how these investments will translate into broader applications bringing actual financial benefits to these companies. Additionally, they delve into Wreford's views on electric vehicles and industrial automation.
Chapter
0:00 Introduction
0:33 AI in 2024
3:03 How Can Industrial Be "Smart"?
4:44 What Secular Themes Are Appealing Other Than AI?
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#investing #artificialintelligence #AI #portfolio #technology #nvidia #tsmc #amd #thematic #growth #growthstocks #electricvehicle #tesla #industrial #automation #marketupdate
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