March Investment Update

Watch our latest Investment Update video to hear our Global Equities Portfolio Manager, Nathan Field, give us an update on the Thematic fund, how AI is impacting investments and if the US election will have any impact on markets. This months investment update was hosted by Generate adviser, Stephanie Whittaker.

Key takeout points:
- Many of the themes that worked in 2023 should still work in 2024 such as the growth of artificial intelligence and obesity drugs.
- Maturing cloud platforms is a new theme that focuses on great products that are growing into great businesses – such as Uber, Netflix and Spotify
- A fall in US consumer spending is the biggest risk to equity markets in 2024
- Falling fertility rates in the West and population declines are trends to keep an eye on.
- The US election poses less risk this cycle because the two candidates are well known.

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No part of the video is intended as financial advice: it is intended as general information only. To see our Financial Advice Disclosure Statement, please see Generate FAP Disclosure Statement. The issuer is Generate Investment Management Ltd. A copy of our Product Disclosure Statement is available at generatekiwisaver.co.nz/disclosures

Видео March Investment Update канала Generate Wealth