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Our views 01 September 2026

Looking beyond artificial intelligence

30 mins

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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Portfolio characteristics and holdings are subject to change without notice.  Reference to specific securities does not constitute investments advice and is for information purposes only. The value of investments and the income from them may go down as well as up and is not guaranteed. Investors may not get back the amount invested. The views expressed are those of the speaker at the date of publication unless otherwise indicated, which are subject to change, and is not investment advice.

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