DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Clare Pleydell - 4 Bouverie - 4 CNBC's - 2 They've - 1 — - 1 Hock Tan - 1 Bernstein - 1 Stacy Rasgon - 1
Top related locs:
Euronext Paris U.S London Singapore
Top related orgs:
Nvidia - 4 Liontrust Global Technology Fund - 4 Technology - 4 Big Tech - 2 Meta - 2 Microsoft - 2 JPMorgan - 2 Amazon - 1

Search resuls for: "Liontrust Global Technology"


4 mentions found


☆ From banks to beauty: Fund manager says AI is giving these companies 'phenomenal' uplift
  + stars: | 2024-06-12 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com   time to read: +2 min
Liontrust Asset Management's Clare Pleydell-Bouverie is looking beyond the headline-makers, however, to other companies set to gain from AI adoption. She said AI is set to remove "a lot of waste out of people's jobs," and bring about a "phenomenal productivity uplift." 'Higher customer conversion' Pleydell-Bouverie also said consumer-facing companies like French beauty and cosmetics label L'Oreal stand to gain from the adoption of AI. "They've pioneered beauty tech as an industry," she said, adding that the company's generative AI beauty assistant system has a 60% higher customer conversion than in-store advisors. The analysts have an average price of $450.25 on L'Oreal, giving it slightly downside potential.
Persons: Clare Pleydell, CNBC's, Bouverie, They've Organizations: Big Tech, Amazon, Nvidia, Meta, Microsoft, Liontrust Global Technology Fund, Technology, JPMorgan Chase, JPMorgan, L'Oreal, Euronext Locations: Euronext Paris, U.S
☆ Move over, Nvidia: Fund manager likes 'overlooked' chipmaker with billions in AI chip sales
  + stars: | 2024-06-07 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com   time to read: +3 min
Chipmaker Nvidia is clearly the poster child for artificial intelligence, according to one portfolio manager — but she says another firm is being overlooked. "[We] think of Nvidia as the poster child for AI chips, and they are. But, [Broadcom] was another company that posted over a billion in revenue from AI chips," Pleydell-Bouverie told CNBC's Pro Talks . For the first quarter , Broadcom said revenue came in at $11.96 billion , topping analysts' forecasts of $11.72 billion. AVGO YTD mountain Year-to-date share movement in Broadcom Pleydell-Bouverie flagged that the company has a "leading position" in segments like custom ASICs (Application-Specific Integrated Circuits).
Persons: —, Clare Pleydell, Bouverie, CNBC's, Hock Tan, Bernstein, Stacy Rasgon, Fred Imbert Organizations: Nvidia, Broadcom Inc, Broadcom, Nasdaq, Broadcom Pleydell, Circuits, Liontrust Global Technology Fund, Technology
☆ Will the AI spending boom pay off? One tech fund manager says it looks 'compelling' for some firms
  + stars: | 2024-06-05 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +4 min
Many companies are in the AI infrastructure buildout phase right now. That's because, in order to enable AI applications, companies have to make the switch from "general purpose computing to accelerated computing," she said. "You can't run AI on traditional compute, it would be prohibitively expensive, and far too energy intensive," said Pleydell-Bouverie. That's a 35% increase from last year, she said, and all this incremental investment is being directed to AI initiatives. And the world is "only in the first five minutes of this AI infrastructure buildout," she added.
Persons: Clare Pleydell, Bouverie, Meta Organizations: Nvidia, Microsoft, Meta, Liontrust Asset Management, CNBC Pro, Google, Apple, JPMorgan, Liontrust Global Technology Fund, Technology
☆ CNBC Pro Talks: Beyond Nvidia: Outperforming fund manager to reveal the AI stocks to buy
  + stars: | 2024-05-28 | by ( Cnbc.Com Staff | ) www.cnbc.com   time to read: +2 min
As the hype surrounding artificial intelligence shows no signs of abating, one tech fund manager is set to reveal her top ways to play the AI theme. On Wednesday's Pro Talks, Pleydell-Bouverie — who co-manages Lionstrust's global tech, innovation and dividend funds — will name companies that are "selling the picks and shovels for AI" and are "already making money." Pleydell-Bouverie manages the Liontrust Global Innovation, Liontrust Global Dividend and Liontrust Global Technology funds. Over the year to the end of March, all three funds have beaten their benchmark indexes, with the Liontrust Global Technology Fund rising 51.9%, compared to the MSCI World Information Technology Index's 39.1%. Learn more from our previous Pro Talks: Should investors buy the dip in Lululemon?
Persons: Clare Pleydell, Bouverie —, Bouverie Organizations: Liontrust, Management, Big Tech, Tech, Liontrust Global Technology, Liontrust Global Technology Fund, Technology, CNBC, Nvidia Locations: London, Singapore
0 next >>
Total: 4