Speakers:

• Zain Wilson (Portfolio Manager)
• John Orford (Portfolio Manager)

Topics covered:

• Understanding how AI creates value across the investment ecosystem
• The economics of AI, from semiconductor demand to data centre infrastructure
• Why recent valuation resets have reignited debate around the sustainability of the AI trade
• How investors can identify opportunities across the evolving AI value chain
• Portfolio positioning for a world increasingly shaped by artificial intelligence

Moderator:
Maya Fisher-French