Has the US equity rally stalled? Leading investors reveal where genuine opportunities lie: small-cap earnings revival, ignored dividends, and the next wave of growth in industrials and AI 'picks-and-shovels' suppliers. 

Speakers:

• Bill Hench, Head of Small Cap Team and Portfolio Manager, First Eagle Investments
• Oren Shiran, Portfolio Manager/Analyst, Lazard Asset Management
• Julie Dickson, Investment Director, Capital Group

Learning outcomes:

• The investment opportunities in US equities outside of the Magnificent Seven
• The outlook for AI and Capex spend
• The opportunities for value and small cap investors