Description

Darius McDermott and Juliet Schooling Latter offer their opinions on the artificial intelligence craze - whether it’s here to stay and how companies can embrace AI going forward. On the subject of inflation, they acknowledge its persistence and the challenges it presents, and consider whether cash could be an attractive asset class today. Darius and Juliet also give their views on how investors should react to a change of management on a fund and why investors shouldn’t try to “time the market” but rather consider “buying the dips” for long term investments. 

What’s covered in this episode: 

• Is artificial intelligence a fad or is it here to stay?
• Why AI will cause disruption and potentially benefit economic growth
• Should you invest in cash or corporate bonds?
• The appeal of short duration bonds
• Buying experiences not goods
• How everyone got inflation wrong
• What should you do when a fund manager retires? 
• What makes technology the stand-out winner of the first half of 2023
• Europe and Japan leading the pack
• Why government bonds have performed so poorly in 2023
• Geopolitical concerns driving underperformance in China
• Is the UK going into a recession?
• The outlook for the second half of 2023

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.