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

CNBC’s The China Connection newsletter: AI hits an already weak jobs market
World

CNBC’s The China Connection newsletter: AI hits an already weak jobs market

College graduates of the class of 2025 seek jobs at a special job fair for the new food and biomedicine industries in Huai ‘an City, Jiangsu Province, China, on June 8, 2025. Nurphoto | Nurphoto | Getty Images This report is from this week’s CNBC’s The China Connection newsletter, which brings you insights and analysis […]

Read More
CNBC Daily Open: The U.S. stock market could be a little too optimistic
World

CNBC Daily Open: The U.S. stock market could be a little too optimistic

Traders work on the floor of the New York Stock Exchange on June 10, 2025. NYSE The U.S. stock market appears a little too optimistic. All three major indexes climbed Wednesday, with the S&P 500 and Nasdaq Composite enjoying their third consecutive session in the green. The S&P, in fact, is around 2% away from […]

Read More
Futures inch lower as investors await details on China-U.S. trade framework; inflation report looms: Live updates
World

Futures inch lower as investors await details on China-U.S. trade framework; inflation report looms: Live updates

Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., March 19, 2025.  Brendan Mcdermid | Reuters Stock futures ticked lower on Tuesday night as investors sought details on a trade policy consensus reached between the U.S. and China. They also anticipated the release of May’s consumer inflation […]

Read More