02 Oct 2026
Artificial intelligence continues to dominate headlines, but investors may be overlooking a range of compelling opportunities emerging elsewhere in the market.
Long-term structural trends, including increased defence spending, infrastructure investment, resource security and healthcare innovation, are reshaping the global economy. At the same time, ageing populations are driving growing demand for healthcare and related services, creating new investment opportunities.
In our latest podcast, Mike Fox, Head of Equities, Paul Schofield, Head of Global Equities, and Kasia Kiladis, Investment Director, discuss the structural trends driving markets today, debate the biggest investment opportunities outside of AI, and consider where investors may find value in an increasingly concentrated market.
Recorded: 26 August 2026
Duration: 30 mins
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