Masterclass, Global Markets

Milford on AM 23 November 2023

November 23, 2023

Mark Riggall Portfolio Manager

Semiconductor chip manufacturer Nvidia has benefited from the AI boom, but restrictions by the US on chip sales to China are impacting the company. Milford Portfolio Manager Mark Riggall talks about the export block on AM. He also discusses market expectations of interest rates cuts in 2024.

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Disclaimer: Milford is an active manager with views and portfolio positions subject to change. This blog is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a guarantee of future performance.