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9min chapter
Large-cap investing with Jennison Associates’ Kathleen McCarragher
Goldman Sachs Exchanges
Evolving Investment Strategies and the Influence of AI on Big Tech
The chapter delves into the evolution of holding periods in portfolios, emphasizing the importance of a clear investment thesis amidst market noise. It discusses the impact of passive investing on Jennison Associates' approach, highlighting the benefits of outperforming benchmarks over time and the significance of long-term investment horizons. The exploration of market concentration, big tech companies' dominance, and the influence of artificial intelligence on various sectors beyond technology provides insights into current trends and growth opportunities.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode