In this Portfolio Update video, GCQ Investment Director Douglas Isles sits down with CIO Doug Tynan. They discuss how fear of Artificial Intelligence (AI) has created a “shoot first, ask later” mentality across a wide range of quality stocks. They explore how the current sell-off has created opportunities for the fund to buy some of the world’s strongest companies with network effects.

This activity meets the guidelines for qualifying CPD, and has been accredited for continuing professional development by the Financial Advice Association Australia but does not constitute FAAA’s endorsement of the activity. Accreditation number 35668 for 0.25 hour(s).