304. Navigating growth in America and the impact of AI

FundCalibre - Investing on the go

Ben James, investment specialist director on Baillie Gifford American, gives insights into why the U.S. remains a prime location for growth investors, highlighting its innovation, deep talent pool, and unique cultural optimism. A significant portion of the podcast is dedicated to the transformative power of Artificial Intelligence (AI) in the investment landscape. Ben shares the team's perspective on AI as a new technology paradigm, its potential implications, and the specific companies in their portfolio benefiting from this disruptive force. The discussion spans AI applications in various sectors, from healthcare to cloud computing, providing listeners with a comprehensive view of its multifaceted influence.

What’s covered in this episode:

• Why the US is a great place for growth investors
• Is growth on the rebound?
• Will growth investing continue?
• How does the team approach AI in the fund
• Why AI is important for growth investors
• “The battle cry of a generation”
• AI: should investors be worried or excited?
• How companies such as Duolingo are embracing AI technology
• The sub themes of artificial intelligence
• What impact does AI have on healthcare?
• Opportunities within the healthcare sector for the fund

More about the fund:

This fund is one of the purest examples of the Baillie Gifford growth philosophy. The team are looking for the high-performance outliers - those firms that can return at least 150% - and will hold them for the long term to allow them to generate this return. These stocks will tap into the trends of the future, such as the continued rise of online retail, the evolution of transportation and innovative healthcare.

Learn more on fundcalibre.com
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.