Brunner Investment Trust Portfolio Managers Julian Bishop and James Ashworth explore what past capital cycles can teach investors about today’s AI infrastructure boom.
Looking at historical examples such as the iron ore supercycle and US shale revolution, they discuss how surging demand can drive investment and new capacity, potentially affecting future returns. They also consider whether rapid growth in AI and data-centre infrastructure could lead to oversupply.
Could today’s AI investment boom be following a familiar pattern?
Visit Share Dealing Platform
Visit a trading platform to find out more about individual companies or funds. Your capital is at risk when investing in shares or funds. There are more platforms available than the ones included below.
