The US equity market is entering a more selective phase, shaped by shifting rates, evolving business models and a year spent digesting Trump-era politics and volatile newsflow. Strong momentum has rewarded investors, but concentration risk and dispersion beneath the surface are increasingly shaping outcomes.  The AI story also flows through the whole market from enablers, adopters to those most disrupted.

We welcome leading US Equity investors covering the ground Baillie Gifford, Artemis and BNY (Newton) to cover the waterfront from large cap growth, to resilient income and opportunities in smaller companies.

Our clients join us to question and debate the key questions on clients’ minds.