In this latest insights video, Clare Pleydell-Bouverie and Storm Uru discuss the implications of the move from software 1.0 to 2.0 for investors, the ROI on AI, is the fact that companies are turning to the debt market a positive, identifying the future winners and losers and navigating this in a portfolio, whether there be greater dispersion of returns going forward, and three years of managing the Liontrust GF Global Technology Fund.
