Bree Napier

This session examines the impact of the crisis on China, the likely projection of its recovery and the role for the private sector.

The impact of the COVID-19 health and economic crisis is acutely more severe in emerging markets. What will the long-term impact of this be, and could the Renminbi emerge as a safe-haven currency?

What can we learn from history and what it all means for institutional investors?

How are investors tackling the issues of de-globalisation and the impact on their portfolios?

What would de-globalisation look like given the interconnectedness and complexity of the economy and what does it mean for investors’ portfolios?

The coronavirus pandemic has impacted the way we work and live in unprecedented ways that are impacting how we consume. This session examines what this means for the asset class opportunities and risks as well as learnings for the whole portfolio.