Global equity markets have become increasingly concentrated, with performance driven by a narrow group of sectors and stocks. This concentration poses challenges for investors seeking diversification and balanced exposure.

This roundtable brings together leading portfolio managers with differentiated perspectives on how to look beyond the crowded trades and find new sources of return.

Key themes include:

• Income investing – re-examining the power of income as a key element delivering total return

• Differentiated Growth investing – exploring new ideas beyond the familiar mega-cap tech names.

• Small and mid-cap opportunities – identifying overlooked areas for active managers to add value.

Together, these conversations will examine how global equity portfolios can evolve for a new era — one defined by innovation, selectivity, and genuine diversification.