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‘AI is going to split the market in two’: James Cook of JPMorgan Global Growth & Income
Manage episode 449391285 series 3614386
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In this IC Interviews podcast, Val Cipriani is joined by James Cook, manager of JPMorgan Global Growth & Income. As the only global and global equity income investment trust trading at a premium, it is keeping investors happy with its approach.
Val and James discuss how this has happened, the future of semiconductor stocks, how AI will change the market, Microsoft’s recent outage and much more.
Timestamps
1:01 Strategy of growth
3:35 Payout policy
7:41 Paying dividend out of capital
9:09 Outlook for the market
13:33 Interesting areas of the market
17:05 Semiconductor stocks
19:31 Magnificent Seven
21:41 AI
25:47 Microsoft
27:53 AI’s risk
29:06 Tech stocks capex
30:56 Apple
32:48 UK stocks
34:50 Japan
36:32 Portflio balance
39:30 Getting involved with M&A
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