Chawton Global Investors

Choosing ‘picks and shovels’: Managers look beyond Nvidia for AI plays

How CapEx from the Magnificent Seven is shaping markets

July 29, 2024

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Portfolio Adviser is a monthly news magazine and daily news web site aimed at wealth managers , investment IFAs and other professional fund pickers and asset allocators in the UK and Channel Islands. No news, articles or content may be reproduced in part or in full without express permission of Portfolio Adviser.

Chawton Global Investors

Choosing ‘picks and shovels’: Managers look beyond Nvidia for AI plays