The Biggest AI Investment Mistakes Investors Could Make
About this episode
Merryn Somerset Webb discusses the impact of AI on fund management with Sarah Ketterer, emphasizing the importance of human judgment in investing.
AI can read every earnings report, filing and research note in seconds — but can it ever replace the instincts of a seasoned investor? Merryn Somerset Webb sits down with Causeway Capital Management chief executive Sarah Ketterer to explore where AI is genuinely changing fund management and why human judgment still matters. Ketterer also shares where she is finding value in today's markets, highlighting opportunities in healthcare, enterprise software, UK equities and overlooked Chinese companies while warning investors about the risks of chasing the AI semiconductor boom. See omnystudio.com/listener for privacy information.
People in this episode
Host: Merryn Somerset Webb
Guest: Sarah Ketterer
Topics covered
- AI in investing
- fund management
- human judgment in finance
- market opportunities
- investment risks
- healthcare investments
- technology investments
Keywords
- AI investment
- fund management
- healthcare
- UK equities
- Chinese companies
- investment risks
- semiconductor boom
Mentioned in this episode
Organizations: Causeway Capital Management, AI
Products: AI semiconductor
Places: UK, China, healthcare, enterprise software
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