AI ETF Update: 24.5% Up, SpaceX, Palantir & the Next Big AI Opportunity
The AI boom has cooled slightly but has the long-term investment case actually changed? In this episode of The Bottom Line, Mike Sham checks in with Bruce Main from IVY Asset Management for an update on the AI actively managed ETF, its performance, and the biggest themes driving artificial intelligence investing right now.
Inside the JSE’s AI Innovation Fund
In this episode of The Data Monetization Podcast, Matthew speaks to Bruce Main from Ivy Asset Management about IVYAI, the JSE-listed actively managed ETF giving South African investors rand-denominated exposure to the global AI ecosystem. Bruce explains what sits inside the fund, why Ivy looks beyond the obvious chip names, and how sectors such as data, energy, infrastructure and cybersecurity form part of the AI opportunity.
Introducing: Ivy EasyETFs AI Innovation Actively Managed ETF
In this webinar, Carly Esterhuizen, EasyEquities Marketing Officer, sits down with Bruce Main, CEO of Ivy Asset Management, to unpack the thinking behind the Ivy EasyETFs AI Innovation Actively Managed ETF, which will list on the JSE on 25 March 2026.
The AI Boom Is Here — Here’s How This AI ETF Works
In this episode of The Bottom Line, Mike Sham sits down with Bruce Main (Ivy Asset Management) to unpack their Artificial Intelligence ETF: why it was launched, how it’s constructed, and what investors should understand about AI business models, big tech platforms, and the risks behind the growth story.
Introducing IVYAI
Bruce Main gives a quick overview of the Ivy EasyETFs AI Innovation AMETF (IVYAI), listed on the JSE. He explains why Ivy launched it for South African investors, and how the fund builds diversified exposure across roughly 50 global companies spanning the AI ecosystem: hardware, software, data, cybersecurity, energy, and AI-enabled businesses.
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