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Money and Me: Beyond AI - Are Healthcare and Electrification the Next Big Investment Opportunities?  

Published on 28 Aug 2026
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AI has dominated markets, but could some of the more interesting long-term opportunities now lie elsewhere?

Michelle Martin looks at two structural themes: healthcare innovation and the infrastructure required for global electrification with four names in focus.

We also examine what separates a genuine megatrend from a compelling investment story, the risks of paying too much for long-term growth, and how investors can gain thematic exposure without simply replacing one concentrated trade with another.

MIchelle speaks with Shanon Tang, Investment Specialist at PhillipCapital.

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