Global Equities

How AI, GLP-1s and de-globalisation are reshaping growth, value and quality

Article | 15 Jun 2026

AI, GLP-1 weight-loss drugs and de-globalisation are transforming the investment landscape, blurring the traditional lines between growth, value and quality. As these powerful forces disrupt industries, reshape consumer behaviour and redefine earnings potential, labels don’t look the same. Instead, the new focus is at the company level, those positioned to thrive in a rapidly changing world.

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Christopher Lees

Senior Fund Manager

Christopher Lees is Senior Fund Manager of the JOHCM Global Select and JOHCM International Select strategies.

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Nudgem Richyal

Senior Fund Manager

Nudgem Richyal, Senior Fund Manager, co-manages the JOHCM Global / International Select strategies alongside Chris Lees.

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How AI, GLP-1s and de-globalisation are reshaping growth, value and quality

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