Mega themes: AI, Sure, But What Else?

AI was investors' favourite theme last year. Now longer term, there are great opportunities in AI, but, investors need to think more clearly about where we go next, says Morningstar. Areas like electric vehicles are still going to be a very, very strong part of the market for coming years. We think growth's going to be great, but a big question for us is who's going to win? Is it, will it be a Tesla or will it be one of the German manufacturers or will it be a Chinese manufacturer?