How this fund attempts to capitalise on AI winners

Dec 12, 2024

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This episode takes a deep dive into the artificial intelligence (AI) theme. To discuss the topic, Kyle is joined by Chris Ford, manager of the Sanlam Global Artificial Intelligence fund. Ford explains how the theme has broadened since the fund launched in 2017, how he picks potential AI winners, and why he has four of the so-called Magnificent Seven among the top 10 holdings: Nvidia, Microsoft, Amazon and Alphabet. Ford also makes the case for active management versus gaining exposure to AI via an index fund or ETF.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

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