Iain Fulton on Insights on AI, Geopolitics and the road ahead

With the likes of Meta, Amazon, Microsoft and Alphabet having delivered return on equity in the high 20s, versus 6% for the rest of the US market, their market domination through the early years of AI has been staggering. In this episode of Future Focus, Iain Fulton, Deputy Head of Global Equities, Amova Asset Management, looks at who might be well-positioned to ride the AI wave into the future; and also explains how Amova is navigating the other key market influence of our times, geopolitical instability.