Henrietta Walker, Head of Investment Specialist team, talks to Co-CIO’s Richard Larner and Michael Toolan.
They explore the dynamics of equity markets, focusing on generative AI stocks. They delve into Nvidia’s market dominance, the risks tied to its revenue dependence, and its competition.
They also emphasise the importance of technology and diversification, identify UK market opportunities, and share insights on balancing portfolios for long-term growth.