Knowing when to change your mind

Artificial intelligence is evolving fast, reshaping how investors assess long-term value creation. At the same time a new prime minister brings a potential shift in the UK’s growth trajectory. Against this backdrop, equity markets remain caught between AI-driven optimism and geopolitical uncertainty. How do investors separate noise from opportunity?

In our first podcast with Mike Fox, Head of Equities, Paul Schofield, Head of Global Equities, and Kasia Kiladis, Investment Director, they discuss how issues such as these affect the decision-making processes behind equity investing.

Recorded: 28 July 2026
Duration: 47 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.