On 25th March, Baillie Gifford Investment Specialist Ben James shared his insights on tariffs, Trump and the ‘AI bubble’ debate.
In this digital event, Ben explored how digitisation (software, data, compute and networks) keeps expanding the opportunity set, why AI's biggest winners may be ‘deployers' (not just capex beneficiaries), and how portfolio construction can help investors ride out uncertainty.
This session covered:
- How to Separate signal from noise: identified the fundamental drivers that matter most through volatility and shifting narratives.
- Frame AI investably: distinguish capex beneficiaries vs AI deployers, and link each to the durability of their advantage, portfolio risk, and long-term returns.
- Explored how portfolio construction can be designed to improve resilience without giving up transformational upside
