Google is mentioned as a contrast to private AI companies with high valuations and losses.
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Investor Insights Podcast #71 – Mike Fox, Head of Equities at Royal London Asset Management
Apr 16, 2026
This segment discusses market reactions to the war in Iran, including rising crude oil prices, inflation expectations, and government bond yields. Equity markets have shown resilience despite volatility. The speaker emphasizes the importance of a methodical investment process over knee-jerk reactions to macro events and introduces Mike Fox, Head of Equities at Royal London Asset Management, who focuses on sustainable funds that identify companies contributing to positive environmental and social change with sustainable competitive advantages.
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Microsoft is cited as an example of a company that is not like the high-valuation, loss-making private AI companies discussed.
Amazon is mentioned as a comparison to private AI companies like Anthropic.
HSBC performed better than Nvidia last year, despite the AI boom.
HSBC was once considered a top UK company with strong returns and dividends, but its attractiveness waned for years due to low interest rates.
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