Focus on Long-Term AI Megatrend, ‘Stay Sane’: Carmignac

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Carmignac's Obe Ejikeme advises investors to focus on the long-term potential of AI as a megatrend while cautioning against over-concentration and excessive risk-taking. He suggests a balanced approach to investing in AI, acknowledging its growth potential over the next 5-10 years.

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Market impact analysis based on neutral sentiment with 75% confidence.

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Neutral
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75%

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Carmignac global equities fund manager Obe Ejikeme discusses the outlook for the AI trade, and says investors need to focus on the long term. “It’s a megatrend and I think it will play out over the next 5 to 10 years,” Ejikeme tells Bloomberg Television. “Staying sane is not putting all your eggs in that basket, and being a bit more balanced about the risk,” he adds.

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المقال الكامل على Bloomberg
قراءة المقال الكامل
المقال الأصلي منشور بواسطة Bloomberg في نوفمبر 6, 2025.
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