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Polar Capital's £9.6bn tech unit doubles down on AI

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Manage episode 407951853 series 2918039
Content provided by Citywire: The Wealth Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Citywire: The Wealth Show or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Ben Rogoff speaks about why he's 'not worried' about elevated share prices in the artificial intelligence (AI) space, and why the asset manager is pulling back from any tech firm that is not involved in the AI theme. Polar Capital's £9.6bn tech unit, which Rogoff leads alongside Nick Evans, accounts for around half of the asset manager's total AUM.

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209 episodes

Artwork
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Manage episode 407951853 series 2918039
Content provided by Citywire: The Wealth Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Citywire: The Wealth Show or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Ben Rogoff speaks about why he's 'not worried' about elevated share prices in the artificial intelligence (AI) space, and why the asset manager is pulling back from any tech firm that is not involved in the AI theme. Polar Capital's £9.6bn tech unit, which Rogoff leads alongside Nick Evans, accounts for around half of the asset manager's total AUM.

  continue reading

209 episodes

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