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422: AI: victors, vulnerabilities and value
The AI investment story is evolving beyond today's market leaders. Economist Matthew Rodger and Portfolio Manager in our Active Equities team Ewan Bowerbank discuss whether open-weight models could change where value accrues, the growing importance of energy and infrastructure, and how geopolitics and regulation could shape AI's next phase.
They explore what this means for investors, including the case for diversification across the AI ecosystem, managing valuation risk and identifying potential beneficiaries beyond technology.
This podcast was recorded on 21 September 2026.
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