Global Focus update: The importance of diversification in the age of AI polarisation - 9 de marzo de 2026 - TecnoWebinars.com

The past six months has been characterised by a bifurcation of equity markets, with capital flowing decisively toward companies perceived as direct beneficiaries of artificial intelligence and away from those viewed as AI laggards. This has created a widening gap between so-called “AI winners” and “AI losers”, with share prices often moving ahead of underlying fundamentals. In this presentation, David Dudding and Andrew Harvie will discuss how we have been navigating these recent moves in equity markets, the implications for the Global Focus strategy and why our twist on quality makes sense in such an environment.