Andrew Van Sickle

Andrew Van Sickle Charles Jillings, co-fund manager of Utilico Emerging Markets Trust, discusses the outlook for emerging markets and the long-term investment opportunities in infrastructure and utilities. In this episode ofMoneyWeek Talks, Andrew Van Sickle speaks to Charles about how emerging economies are dealing with Donald Trump's tariffs, the after-effects of the war in Iran, and why countries like Brazil and the Philippines are overlooked markets.

Andrew Van Sickle Andrew Van Sickle: A recurrent theme this year, and the subject of one of your key research papers, was drawing parallels between the dotcom bubble and this AI boom. What's your take? Is this a case of rational exuberance? Rob Arnott: It is a case of rational exuberance, with somewhat irrational pricing. To be clear, AI is the real deal. There is no ambiguity about that. It will change our world in more ways than we can imagine. It was the same story in 2000.

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