AI is transforming the world – but does that automatically make it a good investment?
In this episode of Investing Unlocked Extra, Georgie Frost is joined by Andrew Oxlade, Director at Fidelity Personal Investing, to unpack one of the biggest questions facing investors today.
Are AI stocks genuinely worth their eye-watering valuations, or are we seeing echoes of the dot-com bubble? And if you're invested in a pension, ISA or global tracker fund, how much AI exposure do you already have without realising it?
Together, they explore whether Nvidia, SpaceX and the Magnificent Seven have become too dominant, how to assess AI valuations, why passive investing may be increasing concentration risk and whether now is the time to rebalance your portfolio. They also discuss active versus passive investing, diversification, FOMO, market psychology and the practical steps investors can take to manage risk while staying invested.
Whether you're excited by AI or worried you've become overexposed, this episode will help you understand the opportunities, the risks and what they could mean for your portfolio.
Please remember: this podcast is for information and educational purposes only and does not constitute financial advice.
Capital is at risk.
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What is Investing Unlocked?
Companies are spending trillions on AI, governments are ripping up the old economic rulebook, global power is shifting, and populations are getting older. But what do these changes mean for your money?
Hosted by multi-award-winning financial broadcaster Georgie Frost, Investing Unlocked takes you beyond the latest market stories to explore the people, ideas and forces shaping our financial futures.
From the future of gold and the promise of AI to what’s really driving Japan’s resurgence and how we should think about wealth, tax and the Budget, Georgie and an impressive lineup of expert guests go beyond the headlines to ask the questions that matter for investors,
Clear, honest, intelligent and entertaining conversations with experts who make complex ideas easy to understand. Whether you're new to investing or want to see the bigger picture, Investing Unlocked will help you feel more confident, better informed and more in control of your financial future.
Investing Unlocked is sponsored by PensionBee.