Quality podcast

The AI opportunity

A look at the likely winners in the space and what this means for investors.

20 Oct 2023

39 minutes

Abrie Pretorius
Nikhil Solanki

Authored by

Abrie Pretorius
Portfolio Manager
Nikhil Solanki

The hype around AI exploded into the public consciousness at the start of this year, largely due to the arrival of OpenAI’s ChatGPT. But as Abrie Pretorius and Nikhil Solanki explain, we’re actually at the start of the third AI-hype cycle, the first of which started in the 1950s! In this podcast, they look at the likely winners in the space and what this means for investors.

To listen to this and other podcasts, subscribe on Spotify, Apple Podcast, Google Podcasts or simply search for ‘Ninety One Big Picture’ on your podcast app of choice.

Important Information

This communication is provided for general information only should not be construed as advice.

All the information in is believed to be reliable but may be inaccurate or incomplete. The views are those of the contributor at the time of publication and do not necessary reflect those of Ninety One.

Any opinions stated are honestly held but are not guaranteed and should not be relied upon.

All rights reserved. Issued by Ninety One.

For further information on indices, fund ratings, yields, targeted or projected performance returns, back-tested results, model return results, hypothetical performance returns, the investment team, our investment process, and specific portfolio names, please click here.