‘AI is going to split the market in two’: James Cook of JPMorgan Global Growth & Income

In this IC Interviews podcast, Val Cipriani is joined by James Cook, manager of JPMorgan Global Growth & Income. As the only global and global equity income investment trust trading at a premium, it is keeping investors happy with its approach.

Val and James discuss how this has happened, the future of semiconductor stocks, how AI will change the market, Microsoft’s recent outage and much more.

Timestamps

1:01 Strategy of growth

3:35 Payout policy

7:41 Paying dividend out of capital 

9:09 Outlook for the market 

13:33 Interesting areas of the market

17:05 Semiconductor stocks

19:31 Magnificent Seven

21:41 AI 

25:47 Microsoft 

27:53 AI’s risk 

29:06 Tech stocks capex 

30:56 Apple 

32:48 UK stocks

34:50 Japan

36:32 Portflio balance

39:30 Getting involved with M&A 

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