Picking the Best Stocks From 2,500 Global Companies - with James Cook, JPMorgan Global Growth and Income Trust

In this episode of the Investing, Markets and Money podcast, we speak to James Cook, portfolio manager of the J.P. Morgan Global Growth & Income Investment Trust. With around 50 stocks selected from a research universe of approximately 2,500 companies, JGGI takes a high-conviction approach to global equity investing. James discusses where J.P. Morgan sees the biggest risks and opportunities over the next 12 to 24 months, including the continuing impact of artificial intelligence on markets. We explore AI semiconductors, NVIDIA, Arista Networks, CrowdStrike, industrial cyclicals, valuations, income investing and the debate between active and passive investment strategies. James also explains why investors should focus on long-term earnings power rather than allowing short-term market noise to dictate investment decisions.