【日本語吹替】1年で残高20倍!WCMの今に迫る/「大胆な集中投資」は諸刃の剣?/「長期投資」を言い訳にしない/AI相場の見立てと対処/高パフォーマンスを支える企業文化とは

#RakutenSecurities #NISA #AssetBuilding #InvestmentTrust #WCM For busy businesspeople, here's the US edition of "Fund Management Hacks," a YouTube-based investment and life hacks program you can learn quickly! WCM is appearing for the second time in this series. Since we featured them in April 2025, their popularity has grown rapidly. To better understand their current performance and the company's progress, we held a live interview at their headquarters in Laguna Beach! ▼Related Funds WCM Global Growth Stock Select Fund (Dividend Forecast Type): https://www.rakuten-sec.co.jp/web/fun... WCM Global Growth Stock Select Fund (Asset Growth Type): https://www.rakuten-sec.co.jp/web/fun... ▼Cast Sanjay Ayer | Portfolio Manager, WCM Investment Management ▼We're revealing past series and even revealing the true faces of the featured fund managers! Please check out the pages below. https://www.rakuten-sec.co.jp/web/lp/... 00:00 Highlights of this video 02:44 WCM Global Growth Stock Selection Fund: Popularity in Japan 03:52 Looking back at 2025 04:55 Stock selection approach that isn't influenced by booms 06:47 The future of large tech companies 07:21 What are the themes driving the market? 09:04 Conviction level for carefully selected stocks 10:23 Should I stick to my investment policy or improve it? 13:20 Risk management for AI stocks 15:42 Will AI surpass the internet boom? 16:16 Investing is a platform for self-discovery 18:26 What is WCM's corporate culture? Rakuten Securities, Inc. http://www.rakuten-sec.co.jp/ Financial Instruments Business Operator, Kanto Regional Financial Bureau (Kinsho) No. 195, Commodity Futures Business Operator Member Associations: Japan Securities Dealers Association, Financial Futures Association of Japan, Japan Commodity Futures Association, Type II Financial Instruments Business Association, Japan Investment Advisers Association Copyright (C) Rakuten Securities, Inc. All rights reserved.

[When Will the S&P 500 AI Bubble Burst?] What Will Real Returns for US Stocks Look Like Over the ...
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[When Will the S&P 500 AI Bubble Burst?] What Will Real Returns for US Stocks Look Like Over the ...

AI時代の組織変革|中間管理職の役割を再定義する新モデル|生き残るミドルの真の条件とは
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AI時代の組織変革|中間管理職の役割を再定義する新モデル|生き残るミドルの真の条件とは

Sp500 QQQ NASDAQ 100 Going To Sell Off After The 4th of July? Here Is What You Need To Know!
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Sp500 QQQ NASDAQ 100 Going To Sell Off After The 4th of July? Here Is What You Need To Know!

【最高の教育とは】受験に数百万円を次々課金…「先取り学習」「多すぎる習い事」に意味はない!? 子どもの将来に差がつく、収益性の高い教育・損失を生む教育投資《てぃ先生×中室牧子×ちょる子・前編》
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【最高の教育とは】受験に数百万円を次々課金…「先取り学習」「多すぎる習い事」に意味はない!? 子どもの将来に差がつく、収益性の高い教育・損失を生む教育投資《てぃ先生×中室牧子×ちょる子・前編》

We asked global research firm Morningstar! Where is investment capital heading now? / Individual ...
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We asked global research firm Morningstar! Where is investment capital heading now? / Individual ...

Memory Stock Report: Micron Technology Announces Q3 FY2026 Earnings. Upward Revision to Kioxia's ...
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Memory Stock Report: Micron Technology Announces Q3 FY2026 Earnings. Upward Revision to Kioxia's ...

【370兆円官民投資】戦略17分野の「主要な製品・技術等」における官民投資額について杉村太蔵徹底解説/超意外な分野に巨額投資&時期を前倒し!/AI&半導体に100兆円超え/バイオ・医薬品関連へ大型投資
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【370兆円官民投資】戦略17分野の「主要な製品・技術等」における官民投資額について杉村太蔵徹底解説/超意外な分野に巨額投資&時期を前倒し!/AI&半導体に100兆円超え/バイオ・医薬品関連へ大型投資

Daisuke Tanaka's Money Talks: [US & Japanese Stocks] July Semiconductor Market Winning Strategies...
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Daisuke Tanaka's Money Talks: [US & Japanese Stocks] July Semiconductor Market Winning Strategies...

[The Risks of Dependence on Orkan] Kotaro Tamura's Proposal: "The Era of Peace and Free Trade is ...
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[The Risks of Dependence on Orkan] Kotaro Tamura's Proposal: "The Era of Peace and Free Trade is ...

Trump Is All-In on AI (Seong Sang-hyun, Deputy General Manager, Investment Strategy Office, KBIZ)...
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Trump Is All-In on AI (Seong Sang-hyun, Deputy General Manager, Investment Strategy Office, KBIZ)...

【地政学から見る10年後の世界:エミン・ユルマズ】5万円突破後の株価/ゴールド回帰の本質/脱ドルは止まらない/中国株がなぜ上昇?/日本のチャンス/米中対立の結末/トルコ化する米国/台湾有事はあり得る
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【地政学から見る10年後の世界:エミン・ユルマズ】5万円突破後の株価/ゴールド回帰の本質/脱ドルは止まらない/中国株がなぜ上昇?/日本のチャンス/米中対立の結末/トルコ化する米国/台湾有事はあり得る

【NISA成長投資枠の次の一手】専門家と学ぶ『半導体・投資信託』の可能性/AI・半導体投資バブルか実力か/NVIDIAの次に来る本命銘柄とは
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【NISA成長投資枠の次の一手】専門家と学ぶ『半導体・投資信託』の可能性/AI・半導体投資バブルか実力か/NVIDIAの次に来る本命銘柄とは

【激変】1年で900銘柄上場/JEPQ1.5bpsのスプレッドを実現する流動性の進化/成長余地の大きいカテゴリは?/激変するETFマーケットの未来を語る!
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【激変】1年で900銘柄上場/JEPQ1.5bpsのスプレッドを実現する流動性の進化/成長余地の大きいカテゴリは?/激変するETFマーケットの未来を語る!

40 Japanese Companies Added to "Sanctions List": What Is China’s Goal? (Yoshikazu Kato) [Rakuten ...
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40 Japanese Companies Added to "Sanctions List": What Is China’s Goal? (Yoshikazu Kato) [Rakuten ...

[What Are My Current Core Holdings?] Lessons from Money Pros / Is the Nikkei Still Rising? / How ...
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[What Are My Current Core Holdings?] Lessons from Money Pros / Is the Nikkei Still Rising? / How ...

Jeremy Grantham on How to Tell if a Bubble's About to Burst | Odd Lots
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Jeremy Grantham on How to Tell if a Bubble's About to Burst | Odd Lots

【基礎固めはここから】投資で失敗する原因/リスク・リターンを本質的に理解する/分散効果を高めるには/最適ポートフォリオとは
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【基礎固めはここから】投資で失敗する原因/リスク・リターンを本質的に理解する/分散効果を高めるには/最適ポートフォリオとは

Watch CNBC's full interview with Berkshire Hathaway Chair Warren Buffett
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Watch CNBC's full interview with Berkshire Hathaway Chair Warren Buffett

Will the Takaichi Administration's Strategic 17-Sector Public-Private Investment Boost Potential ...
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Will the Takaichi Administration's Strategic 17-Sector Public-Private Investment Boost Potential ...

企業文化で銘柄を選ぶWCMの投資哲学「ネクスト・ジェネレーション」高成長の秘密~ウエルスアドバイザーアワード2025 受賞記念特別対談企画~
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企業文化で銘柄を選ぶWCMの投資哲学「ネクスト・ジェネレーション」高成長の秘密~ウエルスアドバイザーアワード2025 受賞記念特別対談企画~