This new episode of Take Stock features Zehrid Osmani, head of the Global Long-Term Unconstrained team at Martin Currie, who was visiting from Edinburgh. A pro bono fund manager for Future Generation Global, Zehrid explains why we’re still only at the foothills of AI’s potential; predicts that his top stock Nvidia could grow earnings by 30pc annualised over the next five years; and why a Trump victory in November could be good for stock markets.
Martin Currie is one of Future Generation Global’s (ASX: FGG) pro bono fund managers.
Listen time 25 minutes.
Read the transcript.
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