As the hype surrounding artificial intelligence shows no signs of abating, one tech fund manager is set to reveal her top ways to play the AI theme. Join CNBC’s Arabile Gumede as he quizzes Clare Pleydell-Bouverie of Liontrust Asset Management on AI, Big Tech and more. On Wednesday’s Pro Talks, Pleydell-Bouverie — who co-manages Lionstrust’s global tech, innovation and dividend funds — will name companies that are “selling the picks and shovels for AI” and are “already making money.” “This isn’t a hype cycle,” she says. The fund manager will also discuss “underappreciated” Big Tech names and investment opportunities beyond the Magnificent Seven, telling investors to prepare for “big disruption alongside new opportunities.” Pleydell-Bouverie manages the Liontrust Global Innovation, Liontrust Global Dividend and Liontrust Global Technology funds. Over the year to the end of March, all three funds have beaten their benchmark indexes, with the Liontrust Global Technology Fund rising 51.9%, compared to the MSCI World Information Technology Index’s 39.1%. To hear Pleydell-Bouverie’s top tech themes and how to play them, click here to join CNBC Pro Talks on Wednesday, May 29, at 12 p.m. London / 7 p.m. Singapore / 7 a.m. ET. Learn more from our previous Pro Talks: Should investors buy the dip in Lululemon? Here’s what this fund manager says Feeling FOMO over Reddit or Truth Social? Here’s another way to cash in on meme stocks This payments firm has Nvidia-like profit margins — and it’s even more sustainable, investor says Related coverage from Pro: When Nvidia beats estimates, these 6 AI stocks tend to rise These are Goldman’s favorite stocks with 50% or more upside BofA names ‘Asia’s most important stocks’ — and analysts give one over 40% upside
CNBC’s Arabile Gumede and Liontrust Asset Management’s Clare Pleydell-Bouverie
As the hype surrounding artificial intelligence shows no signs of abating, one tech fund manager is set to reveal her top ways to play the AI theme.
Join CNBC’s Arabile Gumede as he quizzes Clare Pleydell-Bouverie of Liontrust Asset Management on AI, Big Tech and more.
On Wednesday’s Pro Talks, Pleydell-Bouverie — who co-manages Lionstrust’s global tech, innovation and dividend funds — will name companies that are “selling the picks and shovels for AI” and are “already making money.”
“This isn’t a hype cycle,” she says.
The fund manager will also discuss “underappreciated” Big Tech names and investment opportunities beyond the Magnificent Seven, telling investors to prepare for “big disruption alongside new opportunities.”
Pleydell-Bouverie manages the Liontrust Global Innovation, Liontrust Global Dividend and Liontrust Global Technology funds.
Over the year to the end of March, all three funds have beaten their benchmark indexes, with the Liontrust Global Technology Fund rising 51.9%, compared to the MSCI World Information Technology Index’s 39.1%.
To hear Pleydell-Bouverie’s top tech themes and how to play them, click here to join CNBC Pro Talks on Wednesday, May 29, at 12 p.m. London / 7 p.m. Singapore / 7 a.m. ET.
Learn more from our previous Pro Talks:
Related coverage from Pro:
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