Professional Adviser Working Lunch in association with Baillie Gifford 07.10.2026

Change is in the air. Geopolitical tensions rumble, economic uncertainty is elevated, and AI adoption is accelerating: these factors are combining to transform the world and the opportunity set for active managers. Meanwhile, the structure of markets is changing too, though more gradually beneath the surface. This presentation will cover the opportunity that creates for those who can differentiate between the enduring and the evolving and stay ahead of change. The key questions answered are: • Which companies will be the winners of the next decade? • Why are different growth drivers key to navigating changing markets? • Why is a long-term fundamental focus well-positioned for that change?