Lee Hopperton, our Chief Investment Officer speaks with Will Low, Head of Global Equities at Amova Asset Management and Portfolio Manager of the Yarra Global Share Fund. Edinburgh based, Will manages money pro bono for Future Generation Global. He shared how they’ve adapted the portfolio in response to rising momentum in global equity markets, where they’re finding opportunities within AI, and what sectors investors are missing.
Watch the 10-minute video: Will Low on market cycles, AI opportunities and what comes next