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Market expert 'cautious' on AI trade, likes healthcare, energy stocks

Significance Capital Founder and CIO Ryan Isherwood joins Reuters to discuss the firm's positioning in healthcare and energy and why he remains cautious on the AI trade.

Ryan Isherwood, Founder and CIO of Significance Capital
Reuters

Ryan Isherwood

Founder & CIO

About the Segment

Selective beyond the AI trade.

Ryan discusses how Significance Capital is approaching opportunities in healthcare and energy while remaining selective around the AI trade.