Working Lunch:

Positive Opportunities in 2025 and Beyond

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The first five years of the 2020s have been challenging: a global pandemic, rising geopolitical tensions, the continuing climate crisis, a rapid increase in interest rates, and extreme concentration in global stock-markets. How does this backdrop feed into the future? Looking forward to 2025 and beyond, what are the growth opportunities? Specifically, why will companies which are solving global challenges provide some of the most compelling growth opportunities of all. Join the discussion to find out how the second Deep Transition underpins change that will impact our investment portfolios and the world that we live in.

Learning Objectives:

To understand how second Deep Transition will provide some of the great structural growth opportunities of the coming decade
To consider some of the investment opportunities in AI beyond the Magnificent Seven and how they could benefit us all
To think beyond the obvious – companies solving global challenges are much more diverse than you might imagine.

Presenters

Katrina Lloyd

Editor-in-Chief, Professional Adviser

Katrina Lloyd has been editor-in-chief of Investment Week, Professional Adviser and Cover since December 2019. Previously, she was editor of Investment Week for eight years and editor of sister titles ifaonline.co.uk and Professional Adviser magazine (now combined into www.professionaladviser.com). Katrina started her journalism career at fundstrategy magazine

Rosie Rankin

Investment Specialist Director, Baillie Gifford

Rosie is a investment specialist for the Positive Change Strategy, having joined Baillie Gifford in 2013 as a manager in the Clients Department. Prior to joining Baillie Gifford, she worked at Martin Currie Investment Management, Aberdeen Asset Management and Edinburgh Fund Managers. Rosie graduated MA (Hons) in Politics and Economic & Social History from the University of Edinburgh in 1997. She holds Postgraduate Diplomas from the Chartered Institute of Securities & Investments and the Chartered Institute of Marketing.

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