Investing in the AI Boom Without Chasing Hype | Global Value, Income & Megatrends with Sally Bertouch

Can investors capture the enormous growth behind AI without chasing the most expensive stocks in the market?In this episode of Talk Money To Me, Felicity Thomas is joined by Sally Bertouch, Portfolio Manager and Managing Director at Cullen Capital Management (Schafer Cullen Capital Management), to unpack global markets, AI, value investing, income and the major structural trends creating opportunities for investors.Founded in New York in 1983, Cullen Capital is 100% employee-owned and has more than US$30 billion in assets under advisement. Its investment philosophy focuses on finding quality global businesses trading at attractive valuations, with sustainable cash flows, dividends and long-term earnings growth.Felicity and Sally discuss:The 2026 global market outlook, including AI, geopolitics, oil, inflation and interest rates.What has been driving the Shaw Global Equity Income portfolio and how Cullen balances income with capital growth.How Cullen avoids the classic dividend trap when searching for attractive yields.Why Cullen added Novo Nordisk following significant share-price weakness.The investment case for Hon Hai, a major manufacturer of AI server infrastructure.Why Sally describes AI as entering its “toddler years” and what that means for investors.Where the next wave of AI investment could flow across semiconductors, power, electricity grids, automation and data-centre infrastructure.How a value investor can participate in the AI megatrend without paying any price for growth.Opportunities beyond AI across electrification, automation, GLP-1s, energy infrastructure and financial consolidation.Why emerging-market dividends could represent an overlooked opportunity for income and growth investors.And to finish, Felicity puts Sally on the spot: if she had to choose one stock as her top investment idea right now, what would it be and why?Follow Talk Money To Me wherever you get your podcasts for more conversations on investing, markets and portfolio strategy.DisclaimerThe information in this podcast is general in nature and does not constitute personal financial advice. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on any information, consider whether it is appropriate for your circumstances and seek professional financial advice where appropriate.Where financial products are discussed, you should consider the relevant Product Disclosure Statement or other applicable disclosure document before making an investment decision. Views and opinions expressed by the host or guest are their own at the time of recording and may change. References to companies, securities, sectors or investment strategies are for general information only and should not be considered a recommendation to buy, sell or hold any investment.Investing involves risk, including potential loss of capital. Past performance is not a reliable indicator of future performance. Everything is based on facts known at the time of recording 19th August 2026. Hosted on Acast. See acast.com/privacy for more information.