{"id":799157,"date":"2024-11-11T08:48:36","date_gmt":"2024-11-11T06:48:36","guid":{"rendered":"https:\/\/businesstech.co.za\/news\/?p=799157"},"modified":"2024-11-11T08:48:41","modified_gmt":"2024-11-11T06:48:41","slug":"how-to-spot-investment-opportunities-in-ai-mesh-trade","status":"publish","type":"post","link":"https:\/\/businesstech.co.za\/news\/industry-news\/799157\/how-to-spot-investment-opportunities-in-ai-mesh-trade\/","title":{"rendered":"How to spot Investment Opportunities in AI | Mesh.trade"},"content":{"rendered":"\n

How to Invest in AI: Exploring Opportunities in Artificial Intelligence<\/strong><\/h2>\n\n\n\n

Artificial Intelligence is reshaping our world. But what\u2019s the best way to invest<\/a><\/strong> in it?<\/p>\n\n\n\n

Artificial Intelligence (AI) is in the autocorrect that fixes your texts as you type. It\u2019s in the playlist recommendations that shape your streaming entertainment. And, more and more, it\u2019s in the back-end processes that power your business. AI is everywhere, and it\u2019s reshaping everything. <\/p>\n\n\n\n

So how should you approach investing<\/a><\/strong> in it?<\/p>\n\n\n\n

AI in Investment Portfolios: Expert Insights<\/strong><\/h3>\n\n\n\n

\u201cAI has applications across various fields, from healthcare to finance, autonomous vehicles, robotics, and more,\u201d says Connie Bloem<\/a>, MD of digital capital markets platform<\/a><\/strong> Mesh.trade. \u201cAnd as the tech matures, it\u2019s safe to assume that AI-powered industries have the potential to grow exponentially, too.\u201d<\/p>\n\n\n\n

Craig Antonie<\/a><\/strong>, Chief Investment Officer at \u039bn\u00dfro Capital Investments<\/a><\/strong>, agrees. \u201cMany companies that are either involved in or touched by AI are already seeing significant increases in revenue based on the investment cycle,\u201d he says. \u201cIn most cases this is confined to the infrastructure providers of the technology, but as the use cases expand and funds are expensed, the potential overflow into other industries begins to take shape.\u201d<\/p>\n\n\n\n

Investment Portfolios Available on Mesh.trade<\/strong><\/h3>\n\n\n\n

\u039bn\u00dfro Capital Investments has three investment portfolios<\/a><\/strong> available on Mesh.trade. These range from the SALTA Award-winning \u039bn\u03b2ro Unicorn Global Equity AMC, which offers exposure to high-growth \u201cunicorn\u201d companies; to the \u039bn\u03b2ro World\u2019s Biggest BRNDZ AMC, which offers exposure to companies with high brand value and a proven track record; to \u039bn\u03b2ro Dynamic Compound AMC, which invests in global companies that pay out regular dividends, and reinvests those dividends to generate compounding growth over time.<\/p>\n\n\n\n

Approaches to Investing in AI by Risk Tolerance<\/strong><\/h3>\n\n\n\n

\u201cEach of those portfolios is different, and as a result, we approach investing in AI in several ways,\u201d says Antonie. \u201cThe portfolio you choose to invest in is determined by your risk tolerance, investment goals, and expertise. To this end, we have divided our investment universe into several categories for which we then screen and research for potential addition to our portfolios. Each category has a Cautious, Balanced and Growth option allowing each underlying portfolio the ability to take on the theme we would like exposure to.\u201c<\/p>\n\n\n\n

Categories of AI Companies for Investment Opportunities<\/strong><\/h3>\n\n\n\n

\u039bn\u00dfro has identified three core categories of companies that play in the AI space.<\/p>\n\n\n\n

AI Trailblazers: Companies Leading in Innovation<\/strong><\/h4>\n\n\n\n

The first category is the \u201cAI Trailblazers\u201d, which are at the razor edge of AI technology<\/a><\/strong> and innovation. \u201cThey spend a considerable amount of time, money, and research on the theme,\u201d says Antonie, \u201cand by doing this they collect various forms of intellectual property, patents and technologies. They are driving the phenomenon into the market by selling products and or services.\u201d<\/p>\n\n\n\n

Tesla is a good example of a Growth pick among the AI Trailblazers, while Nvidia is regarded as a Balanced pick and Apple as Cautious pick.<\/p>\n\n\n\n

AI Utilisers: Enhancing Business Performance through AI<\/strong><\/h4>\n\n\n\n

\u201cThe second category is what we call \u2018AI Utilisers\u2019,\u201d says Antonie. \u201cInstead of developing or selling these technologies as their core business these companies use the technology to improve the products or services that they provide or offer to customers.\u201d<\/p>\n\n\n\n

Streamlined processes, quicker turnaround times, enhanced performance of offerings are some of the things that companies utilising AI are after. Here one would look at Uber as a Growth pick, IBM<\/a><\/strong> as a Balanced pick and JPMorgan as a Cautious pick.<\/p>\n\n\n\n

AI Authorities: Market Leaders with Core AI Technologies<\/strong><\/h4>\n\n\n\n

\u039bn\u00dfro\u2019s third category includes the \u201cAI Authorities\u201d, which focus on specific technologies. They have a core business centred around these technologies and have made significant investments in R&D and research to ensure that they have a unique and market-leading approach to their offerings.<\/p>\n\n\n\n

Zscaler would be a Growth pick in this category, with Arista Networks and Salesforce filed under \u2018Balanced\u2019 and \u2018Cautious\u2019 respectively.<\/p>\n\n\n\n

Evaluating Growth, Balanced, and Cautious Picks in AI<\/strong><\/h4>\n\n\n\n

\u201cAs you can imagine, selecting stocks in each category is a constantly evolving process, and many stock ideas are screened for potential inclusion,\u201d says Antonie. \u201cLooking at the list, however, gives you a sense of how things like company size and industry correlate to things like whether we would consider them a Growth, Balanced or Cautious investment<\/a><\/strong>.\u201d<\/p>\n\n\n\n

Conclusion: A Smart Entry Point for AI Investment<\/strong><\/h3>\n\n\n\n

\u201cIt is certainly an exciting time to be investing in AI,\u201d concludes Bloem. \u201cInvestors are constantly on the lookout for new ways to get exposure to the opportunity. \u039bn\u00dfro\u2019s approach is a sensible one, giving investors of all stripes an appropriate entry point into the market.\u201d<\/p>\n\n\n\n

Find out more about the \u039bn\u03b2ro Dynamic Compound AMC, \u039bn\u03b2ro World\u2019s Biggest BRNDZ AMC<\/a><\/strong> and the award-winning \u039bn\u03b2ro Unicorn Global Equity AMC<\/a><\/strong> \u2013 now available to investors on Mesh.trade.<\/a><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

Invest in AI with expert insights and diversified portfolios on Mesh.trade. Learn about the AI Trailblazers, Utilisers, and Authorities driving innovation.<\/p>\n","protected":false},"author":57,"featured_media":799181,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11121,10459],"tags":[20949,20773,20948,20774],"class_list":["post-799157","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finance","category-industry-news","tag-anbro","tag-connie-bloem","tag-craig-antonie","tag-mesh-trade"],"_links":{"self":[{"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/posts\/799157","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/users\/57"}],"replies":[{"embeddable":true,"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/comments?post=799157"}],"version-history":[{"count":9,"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/posts\/799157\/revisions"}],"predecessor-version":[{"id":799197,"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/posts\/799157\/revisions\/799197"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/media\/799181"}],"wp:attachment":[{"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/media?parent=799157"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/categories?post=799157"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/tags?post=799157"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}