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Search Investment Week
Launch saw Nvidia lose $600bn in one day
Focus on EMs
Next phase of technological change
OpenAI for Countries
Property also expected to underperform
To deploy ‘safe and responsible’ AI
Profit before tax up 21%
Also bullish on bonds
Sold position in Wayfair
‘Do not want it to overwhelm my fund’
30 January 2026
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3 min read
