The Biggest AI Investment Mistakes Investors Could Make | Merryn Talks Money

AI can read every earnings report, filing and research note in seconds — but can it ever replace the instincts of a seasoned investor? Merryn Somerset Webb sits down with Causeway Capital Management chief executive Sarah Ketterer to explore where AI is genuinely changing fund management and why human judgment still matters. Ketterer also shares where she is finding value in today's markets, highlighting opportunities in healthcare, enterprise software, UK equities and overlooked Chinese companies while warning investors about the risks of chasing the AI semiconductor boom. 00:00 AI meets healthcare data 01:55 AI inside fund management 06:56 Training analysts with AI 08:47 Sector deep dive: healthcare 15:56 Medical devices value picks 20:14 China value and Tencent 25:22 US defense tech opportunity 31:06 AI jobs and market fears Sign up for the Merryn Talks Money newsletter: https://www.bloomberg.com/account/new... Sign up for the Money Distilled newsletter https://www.bloomberg.com/account/new... Watch Bloomberg Vodcasts:    • Bloomberg Video Podcasts | Interviews & More   Subscribe to Bloomberg Podcasts: https://bit.ly/BloombergPodcasts Visit us: https://www.bloomberg.com/podcasts Visit our other YouTube channels: Bloomberg Television:    / @markets   Bloomberg Originals:    / bloomberg   For coverage on news, markets and more: http://www.bloomberg.com/video