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.