Money Makers: Investment Trust Podcast with Jonathan Davis and Sandy Nairn
Goodhart’s Sandy Nairn joined Jonathan Davis on the latest Money Makers podcast for a wide-ranging conversation on AI, markets and investing.
They discuss where we are in the development of artificial intelligence, what previous periods of technological change can teach us about the current moment, and how AI may reshape financial markets and investment opportunities.
Sandy also discusses how this thinking feeds into the portfolio at Global Opportunities Trust, where he is lead manager, and some of the ideas explored in his forthcoming book, How AI Will Move Markets.
Listen to the full conversation here.
Disclaimer
This communication has been prepared by Goodhart Partners LLP, which is authorised and regulated by the Financial Conduct Authority in the United Kingdom (FRN 496588). It is intended solely for professional clients and eligible counterparties as defined under the rules of the FCA. It is not intended for retail investors or for public distribution.
Global Opportunities Trust plc is a UK-listed investment trust. Goodhart Partners LLP acts as its Investment Manager. The Trust’s shares are traded on the London Stock Exchange and their market price may be at a premium or discount to the underlying net asset value.
This material is provided for information purposes only and does not constitute investment advice, investment research, or an offer or solicitation to buy or sell any investment, including shares in Global Opportunities Trust plc. Investors should make their own assessment of any investment and, where appropriate, seek independent professional advice.
The value of investments and the income from them may fall as well as rise, and investors may not get back the amount invested. Past performance is not a reliable indicator of future results. There is no guarantee that any investment objective will be achieved.
Any opinions, estimates or forward-looking statements expressed in the podcast are those of the relevant speaker at the time of recording and may be subject to change. They should not be relied upon as a forecast or guarantee of future performance.
References to specific securities, sectors, themes or portfolio positions are included for illustrative purposes only and do not constitute investment recommendations. Global Opportunities Trust plc may or may not continue to hold any securities discussed.
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