The fund manager at the Frankfurt fund boutique Acatis assumes that AI will fundamentally change many sectors.
Frankfurt Even if there is hype about tech stocks again: For fund manager Laetitia-Zarah Gerbes from the Frankfurt fund boutique Acatis, the crucial difference to the Internet bubble at the turn of the millennium is that back then, just hoping for business ideas was enough to make a company valuable on the stock exchange . Today the expert sees real demand for AI, stable business models and profitable companies.
Gerbes relies on sectors that are facing profound change due to learning machines. Above all, this includes the provision of computing power via the Internet, i.e. cloud computing. An area in which large corporations such as Amazon, Alphabet and Microsoft are leaders. Despite the rapid price gains, she still sees opportunities with the graphics card manufacturer Nvidia, the stock market star among AI stocks.
Acatis’ proprietary AI model helps fund managers outperform the market, says Gerbes. However, artificial intelligence cannot predict a stock market crash.
Read the full interview with Acatis fund manager Laetitia-Zarah Gerbes here:
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