Artificial intelligence (AI) is a much talked about topic at the moment and formed the theme for our latest annual presentation, where Chris Ford, manager of the Sanlam AI Fund (held within the Ravenscroft balanced and growth strategies), was the guest speaker.
In this podcast, portfolio managers Sam Dovey and Ben Byrom sit down to talk about some of the key takeaways from the presentation.
During their discussion, Sam and Ben highlight the significant advancements in AI technology over the years and the increasing number of industries that are now utilising it. They also delve into how AI has the potential to improve efficiency, reduce costs, and enhance decision-making processes for businesses and look at the potential investment opportunities that AI presents for investors.
You can watch the full recording of the presentation here.
(01:05) Macro overview – How AI may help solve the productivity gap
(02:05) Highlights from Chris Ford’s presentation (including: identifying investment opportunities, finding companies that are benefiting from AI, and why we invest in the Sanlam AI Fund)
(10:03) AI & the Ravenscroft Global Blue Chip Fund
(15:28) The consequences of AI for energy consumption
(17:04) Will AI replace humans in the workplace
(19:40) Has AI been implemented into government decision-making
