Exploring the forces driving AI investment, the infrastructure powering it, and what it all means for long-term investors.
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Is AI a bubble? A rational framework for an irrational market
Listen in as Sanjiv Tumkur, Head of Equities, Ben Derber, Simon Lapthorne, and Claire Titmarsh, equity research analysts at Rathbone Investment Management, explore whether the current excitement around artificial intelligence represents a speculative bubble or the early stages of a lasting structural shift.
This recorded webinar offers insight into the forces driving AI investment, the infrastructure powering it, and what it all means for long-term investors.
With hyperscalers collectively spending trillions on AI infrastructure, valuations under scrutiny, and entire sectors facing disruption, understanding where the real opportunities lie has never been more important.
In this webinar, Sanjiv Tumkur is joined by Ben Derber, Simon Lapthorne, and Claire Titmarsh to cut through the complexity of the AI landscape. From comparisons with the dot-com era, to infrastructure bottlenecks, sector winners and losers, and a disciplined picks-and-shovels approach to portfolio construction. They explore how to invest well through one of the most debated themes in markets today.
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34 mins
31 July 2026
Preparing for life after partnership for accountants
For successful partners, retirement arrives faster than anyone expects. And when it does, it doesn't just end a job. It ends an income structure, a tax position, and a way of working that has taken a lifetime to build.
This webinar is for senior accountants who want to walk into their final years of partnership with a clear plan, and we'll cover the decisions that matter most in the years before exit.
