The momentum behind the AI trade may be breaking down
About this episode
The episode discusses the shifting landscape of AI investing and market uncertainties with insights from David Combs of Rathbones Asset Management.
Recent activity suggests markets are reconsidering their approach to AI-themed companies , but what's going on exactly? To answer, David Combs, head of multi-asset at Rathbones Asset Management joins Aamina Zafar and David Thorpe on Asset Allocator . David gives his opinions on the best ways for investors to access the AI revolution right now, as well as looking at how to navigate the increasingly jittery market as bad news, questions of future profitability and much more has many trying to second-guess where the AI trend is going. Alongside AI, the trio also discuss the US interest rate story. The lingering conflict in the Strait of Hormuz and approaching mid-terms may mean change is coming but what can investors expect? And in the UK, more political change means more uncertainty. But is it perhaps a good time to invest in UK government bonds ? David gives his opinion on what the gilts market looks like right now. Timestamps 00:00 - Is the AI investing landscape shifting? 10:41 - AI and big tech investing risks 12:49 - Will the US raise interest rates this year? 17:24 - Investment Strategies & Diversification 22:06 - The UK gilts outlook The Asset Allocator Podcast discusses…
People in this episode
Hosts: Aamina Zafar, David Thorpe
Guest: David Combs
Topics covered
- AI investing
- market trends
- US interest rates
- UK government bonds
- investment strategies
Keywords
- AI trade
- investment strategies
- US interest rates
- UK gilts
- market volatility
Mentioned in this episode
Organizations: Rathbones Asset Management
Places: Strait of Hormuz, UK
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