During the final investment update of 2025, which took place on 14 October, portfolio manager Tim Acker led a dynamic discussion with colleagues Thalia Petousis and Varshan Maharaj, alongside Mark Dunley-Owen from our offshore partner, Orbis. The conversation drew on themes shaped by questions we received from clients and advisers throughout the year. Together, they examined prevailing market risks and opportunities, including the far-reaching impact of AI across sectors and compelling prospects in both offshore markets and emerging economies. Watch the 90-minute recording below.
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