Nov 6th, 2025
Focus on Long-Term AI Megatrend, ‘Stay Sane’: Carmignac
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.







