Money and Me: Beyond AI - Are Healthcare and Electrification the Next Big Investment Opportunities?

AI has dominated markets, but could some of the more interesting long-term opportunities now lie elsewhere? Michelle Martin looks at two structural themes: healthcare innovation and the infrastructure required for global electrification with four names in focus. We also examine what separates a genuine megatrend from a compelling investment story, the risks of paying too much for long-term growth, and how investors can gain thematic exposure without simply replacing one concentrated trade with another. MIchelle speaks with Shanon Tang, Investment Specialist at PhillipCapital.See omnystudio.com/listener for privacy information.