CNBC Pro Talks: Past Nvidia: Outperforming fund supervisor to expose the AI shares to get

CNBC Pro Talks: Past Nvidia: Outperforming fund supervisor to expose the AI shares to get


CNBC’s Arabile Gumede and Liontrust Asset Management’s Clare Pleydell-Bouverie

CNBC Pro Talks is are living right now.

As the buzz surrounding synthetic intelligence demonstrates no indications of abating, 1 tech fund manager is set to reveal her top ways to perform the AI theme.

Be a part of CNBC’s Arabile Gumede as he quizzes Clare Pleydell-Bouverie of Liontrust Asset Management on AI, Massive Tech and extra.

On Wednesday’s Pro Talks, Pleydell-Bouverie — who co-manages Lionstrust’s global tech, innovation and dividend cash — will name businesses that are “promoting the picks and shovels for AI” and are “previously creating funds.”

“This isn’t a hoopla cycle,” she says.

The fund manager will also focus on “underappreciated” Massive Tech names and investment decision alternatives beyond the Outstanding 7, telling buyers to prepare for “large disruption alongside new options.”

Pleydell-Bouverie manages the Liontrust World-wide Innovation, Liontrust International Dividend and Liontrust World Engineering cash.

Above the yr to the end of March, all 3 funds have crushed their benchmark indexes, with the Liontrust World-wide Know-how Fund mounting 51.9%, compared to the MSCI Entire world Data Know-how Index’s 39.1%.

To listen to Pleydell-Bouverie’s prime tech themes and how to engage in them, simply click right here to be part of CNBC Pro Talks on Wednesday, May well 29, at 12 p.m. London / 7 p.m. Singapore / 7 a.m. ET.

Find out a lot more from our previous Professional Talks:

Relevant protection from Professional:



Supply

Top economist Mohamed El-Erian breaks ranks with Wall Street and says Powell should resign to preserve Fed independence
World

Top economist Mohamed El-Erian breaks ranks with Wall Street and says Powell should resign to preserve Fed independence

President of Queens’ College of Cambridge University Mohamed El-Erian speaks during a panel discussion at the headquarters of the International Monetary Fund during the Annual Meetings of the IMF and World Bank in Washington, D.C., on Oct. 13, 2022. James Lawler Duggan | Reuters Mohamed El-Erian on Tuesday called for Federal Reserve Chair Jerome Powell […]

Read More
These charts show just how hard Trump’s tariffs are hitting Europe’s auto giants
World

These charts show just how hard Trump’s tariffs are hitting Europe’s auto giants

This photograph shows the front logo of a car at the new Citroen C5 Aircross’ production line in the Stellantis car maker plant in Chartres-de-Bretagne, near Rennes, western France, on July 3, 2025. Damien Meyer | Afp | Getty Images U.S. President Donald Trump’s tariffs on European car imports were always expected to hit hard […]

Read More
The race to roll out solid-state batteries is picking up steam again
World

The race to roll out solid-state batteries is picking up steam again

The race to revolutionize the science of electric vehicles (EVs) is heating up. Often touted as the ” holy grail ” of sustainable driving, solid-state batteries have long been stuck between theory and the promise of commercialization in the next five to 10 years. A recent flurry of announcements from major automakers and incumbent cell […]

Read More