Global equity funds are a mainstay in most investors’ portfolios, but few peer under the bonnet to examine the gigantic, global companies included in these investments. Host Claer Barrett speaks to veteran investor and FT columnist Simon Edelsten about the ‘Magnificent Seven’ US tech stocks that comprise up to a quarter of the weighting in some global trackers. Can their impressive performance in 2023 continue? Simon considers the potential impact of big global trends including higher inflation, AI and climate change, and answers questions from listeners.
Free articles
Microsoft will have observer role on Open AI’s new board
Tech turkeys and picking AI winners
If you’d like to talk to Claer about a future episode, please email the Money Clinic team at money@ft.com with a short description of your problem, and how you would like us to help.
Follow Claer on X, formerly Twitter, and Instagram @Claerb
Presented by Claer Barrett. Produced by Philippa Goodrich. Our executive producer is Manuela Saragosa. Sound design is by Breen Turner, with original music from Metaphor Music. Cheryl Brumley is the FT’s global head of audio.
