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The software industry has undergone a dramatic reset—erasing nearly $2 trillion in public equity value—as investors grapple with the implications of AI. But is this a true disruption story, or a misreading of where value will ultimately accrue?

Cyber attacks are becoming more frequent, sophisticated and costly as digitalisation accelerates and AI reshapes the threat landscape. For companies across sectors, cyber resilience is now a core risk management priority. How can investors assess whether companies are prepared? The International Equity Team explores the evolving cybersecurity landscape and the framework it uses to evaluate corporate preparedness.

Agentic commerce is transforming online shopping from search-based browsing to AI driven decision-making. In this overview, the International Equity team explains how AI agents are reshaping product discovery, purchasing, and the economics of the digital commerce ecosystem. Watch to find out more.