10.11.2023

Fundview Video: AI as the magic bullet?

AI currently seems to be the dominant topic in the industry. Julien Jensen explains in the video to what extent this hype is also reflected in the sector's portfolios and why Ultramarin is still underweight in tech stocks.

The following link will take you to the video (in German).

https://www.fundview.de/posts/2023/11/2023-11-10-video-julien-jensen-ultramarin-ueber-ki-hype-im-markt-und-portfolio.html