Join our host Emily Barlow (Perpetual Private) and Diana Phillips (Baillie Gifford) as they discuss;

• Identifying rare companies capable of delivering outsized long-term growth
• Whether the recent broadening of market leadership beyond mega-caps is changing opportunity sets
• The gap between AI’s productivity promise and its real-world impact on businesses
• The recent software sell-off and debate around AI disrupting traditional SaaS models
• How geopolitical tensions and market rotations may shape long-term global equity opportunities