First Trust roundtable: Unlocking potential: Realising the AI investment opportunity

The boom in artificial intelligence is hard to ignore. How are fund selectors thinking about this within a wider multi-asset portfolio context?

Jamie Gordon

First Trust roundtable

Fund selectors are staring down the barrel of all-time-high US equity valuations and stubborn inflation prints yet must also answer difficult questions such as whether corporate earnings beats can continue and which parts of the artificial intelligence (AI) theme can live up to its hype.

As central banks weigh the timing of interest rate cuts and unease mounts around the lofty stature of Nvidia and its peers, this roundtable in partnership with First Trust examined how to allocate within a volatile backdrop.

  • Gregg Guerin, senior product specialist, First Trust

  • Jaisal Pastakia, investment director, Handelsbanken Wealth and Asset Management

  • Will Bartleet, CIO, Pacific Asset Management

  • Pacome Breton, head of portfolio management, Nutmeg

  • Patrick Thomas, head of ESG investments, Canaccord Genuity Wealth Management

  • Chair: Tom Eckett, editor, ETF Stream

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