Table of Contents
- Stephen Yiu on investment opportunities and supporting AI specifically
Donald Trump’s term as president-elect began with the kind of bang one would expect.
The US stock market has rallied, bitcoin and cryptocurrencies have soared and investors have rushed into tech stocks, and the Trump-Musk bromance has fueled a 20 percent rise in Tesla shares since the day of the elections.
But what happens after the sugar rush ends and why is a change of US president important for a fund manager that selects just 25 of the world’s best companies?
Blue Whale Growth fund manager Stephen Yiu joins This is Money’s Simon Lambert on this episode of the Investing Show to discuss how his investment outlook is changing based on President Trump and why it’s important to get the balance right . when doing so.
Stephen reveals where he sees Trump as a tailwind (and where the new president could be a headwind) and what that means for some of the big-name global stocks in his portfolio, from Nvidia to Meta.
The Blue Whale manager also talked about where he sees opportunities now and why he chooses to support AI in a very specific way.
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