AI has dominated markets, but could some of the more interesting long-term opportunities now lie elsewhere?
Michelle Martin looks at two structural themes: healthcare innovation and the infrastructure required for global electrification with four names in focus.
We also examine what separates a genuine megatrend from a compelling investment story, the risks of paying too much for long-term growth, and how investors can gain thematic exposure without simply replacing one concentrated trade with another.
MIchelle speaks with Shanon Tang, Investment Specialist at PhillipCapital.
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