Artificial intelligence has fuelled exceptional market performance, but it has also created opportunities in overlooked areas of the global equity market. In this episode, Sam Witherow, co-manager of the JPM Global Equity Income fund, discusses why high-quality companies have lagged despite strong fundamentals, how dividend investing can still capture technology-led growth and where the most attractive opportunities lie outside the AI winners. The interview covers US equities, semiconductor leaders, financials, healthcare and medtech, before looking at market valuations, geopolitical risks and the outlook for global equities.


What’s covered in this episode: 

  • AI and market euphoria
  • Quality versus momentum
  • Dividend growth investing
  • US market outlook
  • Technology opportunities
  • TSMC and AI infrastructure
  • The AI "layer cake"
  • Financial sector opportunities
  • Banks versus exchanges
  • Healthcare and medtech
  • Market valuations
  • Broadening earnings growth
  • Building resilient portfolios
  • Global equity outlook

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.

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