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By  Iona Dent, CFA®, Samuel Ruiz

The Great Broadening: from AI and the Mag 7 to Emerging Markets and Beyond

Iona Dent and Sam Ruiz spoke to ensombl about ‘The Great Broadening’, and where they see value and opportunity for investors particularly in select emerging markets.

October 2024

Episode 1

In this first episode Sam Ruiz, Portfolio Specialist, discusses the significant influence of artificial intelligence on the stock market, including the concentration and valuation of AI-focused companies, the role of tech giants in AI adoption, and the potential for broader market participation as other sectors and smaller firms leverage AI to drive growth and efficiency.

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      Episode 2

      In this episode Iona Dent, Associate Portfolio Manager, discusses the impact of AI on the stock market, including the concentration and valuation of AI-focused companies, the role of hyperscalers in AI adoption, and the potential for the market to broaden beyond the “MAG 7” into other sectors and emerging markets.

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          202410-3926067

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