After years of US dominance, 2025 saw emerging markets stage a comeback, even as the AI investment thesis intensified.

In this free webcast Simon Brown and Ryan Basdeo will dig into what’s driving the rotation, how investors should think about their US exposure now that Big Tech’s capex binge is reshaping balance sheets, and whether the Magnificent 7 trade still has legs.

The Iranian conflict and its impact on energy prices will also be an important part of the conversation.

A timely conversation for anyone rethinking their global equity allocation.

• Register for the webcast here.