Innovation, Technology and AI: Investing experts explain latest Investment opportunities

Morningstar UK: Podcasts

Konten disediakan oleh Audioboom and Morningstar UK: Podcasts. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Audioboom and Morningstar UK: Podcasts atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

6y ago 35:11

MP3•Beranda episode

Seri yang sudah diarsipkan ("Feed tidak aktif" status)

When? This feed was archived on March 19, 2022 06:08 (2y ago). Last successful fetch was on April 07, 2020 16:43 (4y ago)

Why? Feed tidak aktif status. Server kami tidak mendapatkan feed podcast yang valid secara terus-menerus.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Welcome to the podcast from Morningstar UK, the leading provider of investment news, views and analysis. This week we’re at the Morningstar Investment conference speaking with investment experts about the latest trends in the market and where they are seeing risks and opportunities to look out for? Our first guest today is Sebastian Lyon, Founder of Troy Asset Management who warns investors that quantitative easing and low interest rates have propped up stocks and bond prices and so investors should be nervous about markets.

With Sebastian urging caution, our next guest, Jupiter's James Clunie tells Emma Wall reasons to stay positive when stock markets look negative. stock markets look overvalued across the spectrum, but you can protect yourself against severe losses.

Next up, Mark Costar of J O Hambro Capital Management tells Emma Wall that misallocation of capital and failure to embrace technology impact companies more than economics

How do you profit from innovation? Is it just about investing in technology stocks? Interestingly, Our next guest, Guinness fund manager Ian Mortimer finds innovation through industrials and consumer stocks.

A key theme at this year’s Morningstar Investment conference was Artificial Intelligence. What exactly is Artificial Intelligence And how can investors profit from the innovation in computer learning?

Next up, Ian McKenna of the Finance & Technology Research Centre says Digitalising financial services can drive down costs and improve end investors' experience so it’s important that Financial advisors embrace technology

What Will Happen to Politics Post-Brexit? Why was the Brexit vote such a shock to many? And will it spell the end or the beginning of populist politics? Professor Matthew Goodwin makes his predictions in our next interview.

Will US Tax Reform Lead to Growth or Inflation? Will Donald Trump's proposed tax reform in the US prolong the economic cycle or cause inflation to jump? We ask JP Morgan’s Market strategist Karen Ward.

Subscribe to our podcast on itunes:

https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2

http://www.morningstar.co.uk

44 episode

#Trading #Business #UK Economics #Audioboom #Morningstar UK