The stocks on WAM's radar as tech advancements drive new opportunities

Wilson Asset Management

Wilson Asset Management

WAM Global (ASX: WGB) Deputy Portfolio Manager William Liu and Investment Analysts Will Thompson and Laura Hargrove sat down to share insights into technological advancements, geopolitical factors and market dynamics that are shaping the global investment landscape.

As businesses navigate an era defined by generative artificial intelligence (AI), data centre expansions and evolving consumer demands, companies such as Marvell Technology (NASDAQ: MRVL), Fuji Electric (TYO: 6504) and Dycom Industries (NASDAQ: DY) are benefiting from increased AI-driven infrastructure demand, while IMAX Corporation (NASDAQ: IMAX) and Douglas Dynamics (NASDAQ: PLOW) present unique opportunities in consumer and industrial segments.



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Wilson Asset Management
Wilson Asset Management

Wilson Asset Management has a track record of making a difference for shareholders and the community for 27 years and is the investment manager for nine LICs and two unlisted funds. Wilson Asset Management invests over $6 billion on behalf of more...

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