Join us for this CPD-accredited webinar on Tuesday, 21 July, featuring Jon Cofsky, co-sector lead on our Technology team and senior software analyst, alongside Steve Weeple, Client Portfolio Manager for the Global Research Equity strategy. Together, they will provide a timely deep dive into the rapidly evolving software sector amid accelerating AI disruption. The session will explore how companies are adopting AI to drive growth and profitability—and what that means for valuations, performance and future market leadership. It will also examine the broader implications for the technology and equity landscape, including AI capex, monetisation trends, and the key bottlenecks and innovations shaping the next phase of growth.
