Episode 43: The elite few behind global growth

from IMAP Podcast Series - Independent Thought · host IMAP

Join our host Emily Barlow (Perpetual Private) and Diana Phillips (Baillie Gifford) as they discuss;Identifying rare companies capable of delivering outsized long-term growthWhether the recent broadening of market leadership beyond mega-caps is changing opportunity setsThe gap between AI’s productivity promise and its real-world impact on businessesThe recent software sell-off and debate around AI disrupting traditional SaaS modelsHow geopolitical tensions and market rotations may shape long-term global equity opportunities

Episode metadata supplied by the publisher feed · Published Mar 6, 2026

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Episode 43: The elite few behind global growth

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This episode is 16 minutes long.

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This episode was published on March 6, 2026.

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