- Stephen Yiu on investing in opportunities and supporting AI in a specific way
Donald Trump’s term as president-elect has started with the kind of bang you’d expect.
The US stock market has rallied, bitcoin and crypto have soared and investors have rushed to buy tech stocks, with the Trump-Musk bromance fueling a 20 percent surge in Tesla shares since Election Day.
But what happens after the sugar rush is over and why does a change in US president matter to a stock-selective fund manager who wants to pick just 25 of the best companies in the world?
Stephen Yiu, manager of the Blue Whale Growth Fund, joins This is Money’s Simon Lambert on this episode of the Investing Show to discuss how he’s shifting his investment outlook based on President Trump and why it’s important to get the balance right found when you do this.
Stephen reveals where he sees Trump as a tailwind – and where the new president could be a headwind – and what that means for some of the big global stocks in his portfolio, from Nvidia to Meta.
The Blue Whale manager also discussed where he sees opportunities now and why he chooses to support AI in a very specific way.
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