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.

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.

Start your day on a positive note with Live Well with Michelle Martin.

Start your day on a positive note with Live Well with Michelle Martin.

The show explores wellbeing in all its dimensions — from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas — from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.

In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint — with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.

Start your day on a positive note with Live Well with Michelle Martin.
The show explores wellbeing in all its dimensions &mdash; from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas &mdash; from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.
In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint &mdash; with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.