Morningstar Europe
Morningstar Europe
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Three AI Stocks Beyond Nvidia
Rahul Bhushan from ARK Invest Europe takes stock of the AI sector and explains which stocks could replicate Nvidia's success
www.morningstar.co.uk
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#investing #ai #nvidia #morningstar #arkinvest #RahulBhushan
Переглядів: 210

Відео

CIO: We Back House Builders, But Funding is Labour's Elephant in the Room
Переглядів 694 години тому
Martin Currie chief investment officer Michael Browne says that the UK equity market is attractively cheap, and investors should get involved www.morningstar.co.uk ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ #investing #morningstar #michaelbrowne
Dividend Watch: Why Burberry Suspended its Dividend
Переглядів 13912 годин тому
Burberry has suspended its dividend after the luxury brand issued a profit warning and subsequently replaced its CEO www.morningstar.co.uk ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ #investing #stockpicks #burberry #fashion #dividendwatch
Are These Undervalued Stocks Post-Election Winners?
Переглядів 15614 годин тому
James Gard and Michael Field sit down in the second of a regular series discussing market sentiment and undervalued stock opportunities www.morningstar.co.uk ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ #investing #stockpicks #marketupdate
Did The UK Just Become More Investable?
Переглядів 30014 днів тому
www.morningstar.co.uk ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ #investing #election2024 #morningstar
These Dividend Stock Opportunities Are 'Screaming Buys'
Переглядів 1,1 тис.21 день тому
James Gard and Michael Field, European equity market strategist at Morningstar, sit down to discuss a fresh screen of undervalued high-yield dividend-paying stocks www.morningstar.co.uk ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ #investing #stockpicks #marketupdate
Fund Manager Laura Foll on ESG, M&S and Shein
Переглядів 17721 день тому
Janus Henderson's Laura Foll talks to Christopher Johnson about holding fossil fuel stocks, fast fashion fads and Marks & Spencer www.morningstar.co.uk ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ #investing #laurafoll #morningstar
'My Fund Shouldn't Rely on Sugar Rush of Unhealthy M&A Activity'
Переглядів 10521 день тому
Laura Foll says the 'extraordinary' pace of mergers and acquisitions within UK PLC has created 'unhealthy' capital markets, and that investment trusts will have a future www.morningstar.co.uk ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ #investing #laurafoll #morningstar
Healthcare Companies Are Going Bust. Should I be Worried?
Переглядів 220Місяць тому
In an important election year for healthcare policy, International Biotechnology Trust manager Ailsa Craig says a rough patch should now be in the rearview mirror www.morningstar.co.uk ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ #healthcare #biotechnology #AilsaCraig #morningstar #investing
'Nvidia Will be Biggest Company in The World'
Переглядів 12 тис.2 місяці тому
Stephen Yiu, CIO of the Bronze-Rated Blue Whale Growth Fund, explains his decision to stick with Nvidia and ditch his position in UMG www.morningstar.co.uk ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ #StephenYiu #bluewhale #nvidia #morningstar #UMG
'UK Banks Remain Very Strong and Stable'
Переглядів 1402 місяці тому
Sebastiano Pirro, the portfolio manager of the Bronze-rated Algebris Financial Credit Fund, discusses European and UK banks and the ongoing impact of Brexit www.morningstar.co.uk ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ #sebastianopirro #algebris #morningstar
MICUK: Private Markets AUM Growth Will Remain Resilient
Переглядів 672 місяці тому
Pitchbook's head of private markets research says there are plenty of tailwinds for private equity and private markets in 2024 www.morningstar.co.uk ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ #micuk #dylancox #pitchbook #investing #mic #privatemarkets #aum #tailwinds #investmentconference
It's Still Early Days For Active ETFs
Переглядів 1592 місяці тому
Active exchange-traded funds are becoming more popular, but, as Morningstar's Monika Calay says, there's still plenty of runway left www.morningstar.co.uk ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ #investing #morningstar #MonikaCalay #etfs #activeETF
Downside Over? 5 Reasons to Buy Back into China
Переглядів 5892 місяці тому
From a portfolio construction angle, Chinese equities tend to have a strong technology tilt, but that's not the only thing that looks attractive www.morningstar.co.uk ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ #investing #morningstar #Chineseequities #china #technology
Allocation Funds Might Just be The Trickiest Strategies to Run Right Now
Переглядів 1642 місяці тому
Amid much doom and gloom for allocation managers, analyst Tom Mills unpacks two funds that are bucking the trend www.morningstar.co.uk ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ #investing #allocationfunds #morningstar
MICUK: Dealing With Family Wealth and Kids? Stop Thinking Profits
Переглядів 612 місяці тому
MICUK: Dealing With Family Wealth and Kids? Stop Thinking Profits
MICUK: AI Market Will Split in Two, Fund Manager Says
Переглядів 5132 місяці тому
MICUK: AI Market Will Split in Two, Fund Manager Says
MICUK: We Should See UK Rate Cuts Soon, Bond Manager Says
Переглядів 2152 місяці тому
MICUK: We Should See UK Rate Cuts Soon, Bond Manager Says
MICUK: China's Taiwan Invasion Appears to be Off
Переглядів 4482 місяці тому
MICUK: China's Taiwan Invasion Appears to be Off
Vietnam's Opportunities and Challenges
Переглядів 802 місяці тому
Vietnam's Opportunities and Challenges
'Education Will Make no Progress Without a Safe Space to Talk Money'
Переглядів 1042 місяці тому
'Education Will Make no Progress Without a Safe Space to Talk Money'
What's Driving Brazil's Economic Boom?
Переглядів 1503 місяці тому
What's Driving Brazil's Economic Boom?
UK Small and Mid Cap Stocks: 'Boring' But Outperforming
Переглядів 2923 місяці тому
UK Small and Mid Cap Stocks: 'Boring' But Outperforming
ARK's Cathie Wood on Tesla, AI and Bitcoin
Переглядів 20 тис.3 місяці тому
ARK's Cathie Wood on Tesla, AI and Bitcoin
Excited About the Future? Thematic Investing May Be For You
Переглядів 1393 місяці тому
Excited About the Future? Thematic Investing May Be For You
Thematic Investing Will Teach You About Risk
Переглядів 803 місяці тому
Thematic Investing Will Teach You About Risk
Guinness Global Investors CIO: Fed Still Haunted by 1970s US Inflation
Переглядів 3963 місяці тому
Guinness Global Investors CIO: Fed Still Haunted by 1970s US Inflation
'Our Backer Bet Terry Smith We'd Outperform Him. I'm Confident We'll Win'
Переглядів 7843 місяці тому
'Our Backer Bet Terry Smith We'd Outperform Him. I'm Confident We'll Win'
'Japan's Huge Investment Cycle Has Just Begun'
Переглядів 1,4 тис.3 місяці тому
'Japan's Huge Investment Cycle Has Just Begun'
ESG: 'We Can't Just Flick a Switch and Turn Fossil Fuels Off'
Переглядів 1083 місяці тому
ESG: 'We Can't Just Flick a Switch and Turn Fossil Fuels Off'

КОМЕНТАРІ

  • @abdulmotin196
    @abdulmotin196 16 годин тому

    Thank you

  • @jessicasquire
    @jessicasquire 19 годин тому

    In the 1990s I sold pensions on the strenght that the tax free lump sum would pay off most if not all of the mortgage and leave the investor with a pension for life. Most were over a 40 year term plus, I was not alone

    • @Lemariecooper
      @Lemariecooper 19 годин тому

      The approach of selling pensions with the promise that a tax-free lump sum would pay off mortgages and provide a lifelong pension was common in the 1990s. However, many factors can affect the outcome, including changes in the housing market and interest rates. It's crucial for investors to seek personalized advice and consider diversified financial strategies to ensure long-term financial stability

    • @Erikkurilla01
      @Erikkurilla01 19 годин тому

      it's vital for investors to seek personalized advice and adopt diversified financial strategies. Working with a knowledgeable financial adviser is crucial for achieving long-term financial stability and freedom.

    • @NievesLarish
      @NievesLarish 19 годин тому

      I'm intrigued by this. I've searched for financial advisers online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?

    • @Erikkurilla01
      @Erikkurilla01 19 годин тому

      I've experimented with a few over the past years, but I've stuck with ‘’Angela Lynn Schilling” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.

    • @NievesLarish
      @NievesLarish 19 годин тому

      Wow, her track record looks really good from what I found online. I'll take a chance and see how it goes. Thanks for the info

  • @mellowmarkable
    @mellowmarkable 2 дні тому

    Ukraine not the Ukraine.

  • @1eyrey
    @1eyrey 6 днів тому

    what about a serps pension? been told they won’t let you take 25% you have to move it to a drawdown pension scheme is this true

  • @chen_490
    @chen_490 6 днів тому

    Appreciate the research and insights 💯

  • @fredatlas4396
    @fredatlas4396 7 днів тому

    Active beat passive, in your dreams 🤔

  • @zetaconvex1987
    @zetaconvex1987 9 днів тому

    Well this video didn't age well.

  • @dokinsra-rn8ni
    @dokinsra-rn8ni 11 днів тому

    I don't want to say anything From start to end Why is this person nervous and withdrawn? And do you think he has a drug hangover? Or is he scared that Terry will come looking for him at night?

  • @alexk3948
    @alexk3948 12 днів тому

    I don't agree with the explanation that it's justified to invest in fossil fuels to provide balance in the portfolio. It's like the weak explanation that Job Curtis gives for investing in tobacco. It's not ok to damage society to progress selfish objectives.

  • @Joel-fj6vf
    @Joel-fj6vf 14 днів тому

    He’s full of shit, Ukraine and and United States I believe her amongst the most most corrupt

  • @davidknapp5403
    @davidknapp5403 14 днів тому

    Bill I'd have to respectfully disagree. Putin started this war for the same reason he started the Chechen, Georgian war, the East Med conflicts aka Israel Gaza, Lebanon, and now the Esiquibo ( 16th largest proven gas and oil reserve iin the world) province of Guyana. He has always used gas and oil as a weapon and his idea of hegemony is based in energy.

  • @user-hp6ls8qy6d
    @user-hp6ls8qy6d 15 днів тому

    This is why I stick with index funds but fair play to Nick Train for talking about this. You don't normally see fund managers doing interviews when things are going badly.

  • @Camlo434
    @Camlo434 18 днів тому

    clickbait

  • @Theo32350
    @Theo32350 19 днів тому

    thats my dad

  • @georgec2894
    @georgec2894 19 днів тому

    Nope

  • @Duke-225
    @Duke-225 23 дні тому

    Every academic study on the topic indicates investors should be indifferent toward a dollar received in a dividend distribution, a dollar used to buy back shares, or a dollar held in the company coffers to be used for a variety of things. Dividends do not matter. Educate yourselves Morningstar.

  • @ericcbingen
    @ericcbingen 23 дні тому

    Excellent, well-reasoned stock picks! Thanks for sharing. Disclosure: I already own Imperial.

  • @muradshawar
    @muradshawar 24 дні тому

    Buy the INDEX FUNDS

  • @aknevv
    @aknevv 27 днів тому

    The interviewer needs to study some facts about energy: while energy is needed - and the whole world needs it, a massive amount of it, every day - you cannot just stop buying oil. The world is not ready to move to clean energy yet - THERE IS NOT ENOUGH OF IT - and without the oil and gas companies, and their own transitions, over time, THE WORLD WILL COME TO AN ABSOLUTE HALT. Demonising oil companies helps no one.

  • @dopemusic6414
    @dopemusic6414 29 днів тому

    Great interview thanks guys

  • @momen78699
    @momen78699 Місяць тому

    Please analyse burberry stock. thanks

  • @momen78699
    @momen78699 Місяць тому

    Can you guys do a burberry analysis now thanks

  • @zitzong
    @zitzong Місяць тому

    Morningstar 👍

  • @user-sg1wn7ho2r
    @user-sg1wn7ho2r Місяць тому

    Wow Rachel, terrible recommendation on Ferguson. It's more than doubled since this video and has thrived by moving its listing the US. Benefit of hindsight and all that - but just shows don't be swayed by short-term noise. If you've got a great business with steady long-term growth prospects just buy and hold it rather than constantly cutting in and out of positions (once of the reasons active managers struggle to beat average benchmarks).

  • @seeriktus
    @seeriktus Місяць тому

    No oil, I'm out. Since 2022 most of my gains have been made on oil and gold. We're in a war for currencies and inflation, nothing that he's doing makes any sense.

  • @MarcusAurelius7777
    @MarcusAurelius7777 Місяць тому

    Prego

  • @MarcusAurelius7777
    @MarcusAurelius7777 Місяць тому

    Zzzzzz depressing DON'T BUY IBT - BUY US STOCKS on NYSE or NASDAQ

  • @timpreston1093
    @timpreston1093 Місяць тому

    Think I’ll still take my advice from Terry. This fella looks like he’s been dragged out of an Eastend pub at dinner time.

  • @SolarEclipse007
    @SolarEclipse007 Місяць тому

    so Nick buys into Rightmove after Smithson sells out????

  • @reddragon3518
    @reddragon3518 Місяць тому

    This guy should sell tickets on the Titanic. Does he really think London is going to compete with Nivda, Microsoft and Google?

  • @austinbar
    @austinbar Місяць тому

    Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.

    • @joshbarney114
      @joshbarney114 Місяць тому

      Problem is that NVDA is addicted to the datacenter, their mobile offerings are terrible. Inference needs to happen at the edge (mobile) and training will not have the same amount of demand as time goes on. NVDA is a major bet on aggregation of resources (compute) but this is cyclical as we have seen dozens of major shifts in this industry. Remember when Citrix aggregated desktops with VDI and then it imploded because VDI has a problem with latency? AI Inference in the datacenter has the same problem with latency. AAPL and Samsung are the best buys for AI now that we are transitioning from training to inference. If you are in cross roads or need sincere advise on the best moves to take now its best you seek a pro who knows about the financial markets. Cheers and good luck!

    • @rogerwheelers4322
      @rogerwheelers4322 Місяць тому

      There are many other interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire.

    • @joshbarney114
      @joshbarney114 Місяць тому

      I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.

    • @FabioOdelega876
      @FabioOdelega876 Місяць тому

      I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?

    • @joshbarney114
      @joshbarney114 Місяць тому

      Finding financial advisors like Marisa Breton Dollard who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.

  • @Car-guy307
    @Car-guy307 Місяць тому

    When you have such a lovely accent you can almost get away with anything 😂

    • @WhiteCloud746
      @WhiteCloud746 8 днів тому

      So true. See GMO's Jeremy Grantham and his abysmal track record. In an October 5, 2023 Merryn Talks Money podcast, Grantham predicted the S&P 500 (then about 4,225) would likely fall to 3,000 and he mentioned 2,000 as possible with certain conditions. He's been doing this for years but people keep loving him because of his British accent.

  • @kfabulous2531
    @kfabulous2531 Місяць тому

    I think that most people don't realize what an opportunity this is. Nvidia is going to be a monster in five years.

  • @Andygb78
    @Andygb78 Місяць тому

    Just go with a Vanguard S&P 500 ETF.

  • @FoundingFathersUSA
    @FoundingFathersUSA Місяць тому

    Excellent point about non-cyclically of fabrication development. Also best description I’ve heard yet of eventual payments to sources of AI.

  • @saozzie
    @saozzie Місяць тому

    Hoe gaan dit boet? Kappit flou daar.

  • @Mrkellywilliamson
    @Mrkellywilliamson Місяць тому

    No bubble. 262% growth year over year for a trillion dollar company...it has never been done before. Sub 40% PE for this crazy growth is....kinda nothing. Nvidia has traded at 80% PE when it had much less growth percentage. The demand from MSFT, AMZN, GOOG...and all other data center companies is...the bubble and frothy. Yet, it will take years to mellow out. Literally, years. They are competing with each other and they have no choice but to use NVDA products to compete with each other.

  • @newtonng2163
    @newtonng2163 2 місяці тому

    Bubble or not..this probably trade of the decade and i am riding all the way as the trend is your friend till the end..!!! To the moon !!!!

  • @rxr0610
    @rxr0610 2 місяці тому

    it almost already is

  • @havencat9337
    @havencat9337 2 місяці тому

    ridiculous... such a bubble

    • @jeffrose5622
      @jeffrose5622 2 місяці тому

      Sorry that you're jealous and missed out the early purchase. Grow a pair and buy some now.

    • @ssuwandi3240
      @ssuwandi3240 Місяць тому

      Totally nowtjection ala Wall Street fluff .2 year returns of data centers and laptop chips. Key.

  • @wuminzhao
    @wuminzhao 2 місяці тому

    Nvidia Will be Biggest Company in The World. Totally!

  • @MutualfundsahiHainbutkaunsa
    @MutualfundsahiHainbutkaunsa 2 місяці тому

    Ye odiya add me Jo dikha raha hain .

  • @Pavel-ox6mp
    @Pavel-ox6mp 2 місяці тому

    🎉🎉🎉🎉🎉🎉🎉🎉🎉🎉🎉🎉🎉 2:18

  • @Pavel-ox6mp
    @Pavel-ox6mp 2 місяці тому

    ❤❤❤❤❤❤❤❤❤❤❤❤❤ 2:08

  • @jaycolucci5989
    @jaycolucci5989 2 місяці тому

    Good interview, mille gracie!

  • @user-naumannauman
    @user-naumannauman 2 місяці тому

    Your as you wish careful life man Jalies aur credit capchear talk think at with by life now been dubai uae no going an!

  • @chen_490
    @chen_490 2 місяці тому

    Interesting sector to me

  • @MoralScienceEducation
    @MoralScienceEducation 2 місяці тому

    Compelling. Thanks to Mr Bill Browder‘’X advocacy, and for providing us the evidence for enshrining a definition of “ethical leadership” by both the United Nations and countries’ constitutions. Perhaps then we may in the end all live in peace🕊️

  • @user-uc8jo4nq1p
    @user-uc8jo4nq1p 2 місяці тому

    Yeah OK then 😂

  • @saedal-tamimi6053
    @saedal-tamimi6053 2 місяці тому

    Is this the find that bought teledoc and pelton