Investment Masterclass: The case for investing in AI

Investment Masterclass: The case for investing in AI

By Financial Times

Investors are expecting artificial intelligence to power the next tech revolution - but are they right? Positive numbers from AI chipmaker Nvidia have powered a global stock market rally in recent weeks, with valuations of the so-called Magnificent Seven soaring as AI enters the mainstream. In this episode, Claer sits down with “AI maximalist” Ben Rogoff, lead fund manager of the £3.5bn Polar Capital Technology Trust. With more than 80 per cent of his fund’s underlying investments aimed at capturing future growth from AI, he explains what’s informing his investment strategy and responds to fears of a valuation bubble. He also shares with Money Clinic listeners why “odd” behaviour from tech leaders could be a sign that change is happening faster than markets think.


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Want more?

Check out Claer’s column, Overheard in the newsroom: who will be this year’s Budget winners?

Listen to more investor masterclasses, such as What’s in your global tracker fund?, Four ways to beat the market and more.

Presented by Claer Barrett. Produced by Tamara Kormornick and Persis Love. Our executive producer is Manuela Saragosa. Sound design by Breen Turner, with original music from Metaphor Music. Cheryl Brumley is the FT’s global head of audio.


Read a transcript of this episode on FT.com


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