If you’re trying to outperform the market, how do you actually decide where to invest? And what about areas like AI where the future is highly uncertain? And there’s risks too – how do you ensure you’re paying a fair price given the risks you’re exposed to?

To answer these questions, we step into the mind of an equity manager. We’re talking to Alison Savas, Investment Director at Antipodes, to understand the steps they go through when deciding whether to buy, hold or sell a stock like Alphabet.

For our Views from the Boardroom section, Jacob Shah and Peter Abrahams give a preview on a long-running debate they’ve been having: should investors go underweight to the US? Tune in and decide where you stand.