262. How to profit from innovative companies

Ian Mortimer, co-manager of the Guinness Global Innovators fund, shares how the fund identifies and profits from innovative and disruptive companies, emphasising the importance of sustainable growth and the need to avoid getting caught up in the hype. We also cover the benefits and risks associated with Artificial Intelligence, the Metaverse, and the payments and FinTech sector. Ian provides examples of companies within these various themes and discusses the long-term outlook for investing in innovative companies, highlighting the challenges faced in the past 18 months. What’s covered in this episode: How investors can make money from innovative companiesHow markets reacted to ChatGPTThe performance of artificial intelligence stocks versus the benchmarkThe potential benefits of artificial intelligence Why investors shouldn’t necessarily buy into the whole AI storyThe recent profitability of Meta Why the Metaverse looks attractiveHow demographics have influenced the FinTech marketHow AI could influence financial dataInnovation doesn’t necessarily mean the smallest companiesHow interest rates impacted innovative companiesThe positive outlook for quality growth More about the fund: <br/>The Guinness Global Innovators fund focuses on innovative and disruptive companies and has identified nine key innovation themes. These themes are advanced healthcare; artificial intelligence and big data; clean energy and sustainability; cloud computing; internet, media and entertainment; mobile technology and the internet of things; next generation consumer; payments and FinTech; robotics and automation. The fund will naturally have a heavy bias in favour of the growth style of investing.<br/> <br/>Learn more on fundcalibre.com<br/><br/>Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.