Change is in the air. On 7 October, Baillie Gifford Investment Specialist Richie Vernon explained how simmering geopolitical tensions, elevated economic uncertainty and accelerating AI adoption are combining to transform the world, and with it the opportunity set for active managers.
In this session, We cover the opportunity that creates for those who can differentiate between the enduring and the evolving and stay ahead of change. The key questions answered are:
- Which companies will be the winners of the next decade?
- Why are different growth drivers key to navigating changing markets?
- Why is a long-term fundamental focus well-positioned for that change?
